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Hi Tony,
Currently you have the ability to send an e-mail from your outlook to Method by using the Method API integration tool. All you need to do is to check the User's settings and ensure that you allow the User to connect to Method API in step 5. Then you install the following: ...
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I created a "Call Report" screen and it has a GRID of all the Call Reports.
Then I created an "RGA" screen and put a "CALL REPORT" Dropdown that attaches to the "Call Report" GRID. When you click the dropdown to select a Call to reference, it only has up to call 50 and no way to ...
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I am looking into this and will update you as soon as i get a solution.
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Dale - if you don't mind, can you email the xls file to method@methodintegration.com. We could step through it for you and tell you what the culprit is.
Paul
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Ryan,
I am attempting to follow these directions and am getting an Import Warning:
Error from the MethodAPI at row 2:
The number of fields (24) do not match the number of values (25).
I'm sure it's something simple...can you help?
Dale
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I'm trying to use the Print Preview button on an invoice. When I click on it, I can see that circular icon, but a Print Preview window does not open. What am I missing?
Thanks!
Lane
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Hi Greg,
Just to give you a heads up, supporting SSL in Method is something that we would like to accomplish in the near future. It is already on our list for future updates. It will be posted on our blogs once it becomes available.
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Great to hear.
Okay, try syncing again and letting it fix your customers now.
So here's the problem. QuickBooks isn't notifying us that the sub-customers and sub-items have had their FullName changed. Since the FullName is derived from a combination of the parent customer/item and the sub-customer / ...
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Will there be a tab for email integration or outlook integration ? It would be nice to be able to check your email with the same program.
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Hi Greg,
Currently SSL setup is not supported in Method. You can use your own SMTP Server or you can sign up for SMTP2GO by visiting http://www.smtp2go.com/ for a nominal fee of $2 per month.