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Of course that's something you can do.  Here's some advice on how to do it: On the Customer List screen, you may want to consider moving the Job of Customer field to the Address Info section (it's currently in the Additional Info section) and then set up actions that retrieve the address info from the Customer table for the ...

With our workflow, we need to create new sub-customer / job under each primary customer. In QB when I create a new sub-customer / job under the primary customer, QB copies the same information into the sub-customer / job then I modify it to that site/information. For example: primary customer (ABC) and  sub-customer / job FA Inspections ...

It was me.  I did customize the screen.  Not sure what I did to make it do that, but make another copy and it works find now.   Thanks,  

A user submitted the following question directly to us via email.  Since we currently handle our technical issues via the forum, it has been posted here. "I’m getting the following error under customers, activity: comments. Error^Action Sequence Order:1^The criteria to retrieve value from table did not contain a value. The field ...

If you’ve been keeping up to date with our blogs, email announcements, or have spoken to any of the members of the Method Team, you know how busy we are right now.  I’ll be honest; it’s a little nutty, crazy and exciting, all at the same time.  At times, I’d like to think of myself as a “human ...

Emails sent via Method are actually sent from the host’s server (your server).  So the server name, the email user name and password is all Method needs to access your server – and you’ll need to input the server address where the username and password can be authenticated against.  No need to access via OWA.  As ...

Field Service companies should be very excited today, especially when it comes to their office staff.  Why?  The Method Team has now released Method Field Services, which is tailored specifically to field service companies.  So what type of industries am I talking about when I say ‘Field Service’ companies? Well these ...

 I believe Andrea's question is in regards to the email settings section where it asks about server info.  She is using exchange at her office and is wanting to know if she needs to input info to access it via OWA (much like alot of the non-windows mobile phones access email) or if she needs to enable POP and external ...

Hi there.  We use exchange internally and do not have POP enabled.  I recommend checking the server to see if your settings are set up to allow for authenticated users to send emails.

  Kristopher, In regards to this issue, does Method support exchange or do we need to enable POP access?