Method Community

Yes, if you are getting that pop-up that means the same thing is occurring in the other screen.

That's seems to have remedied the situation. And it was very slow the first time it loaded. I checked both the Sales Center and the Call Center and was bale to access the info throught he Go to... link. But, when I clicked the same link within the Customer List in the Transactions/Activities tab a popup window appeared saying >>Enter ...

Ron, here's one other thing for you to check... actually, I'd start here before referring to my previous post.  You may not have a value selected in the Calendar-Recurrence object on the New Activity screen.  Try this and see if this works first: Go to Customize > Screens. Select the New Activity ...

Hi Ron, No, 10 minutes is certainly not an acceptable time to wait.  In my tests, it took approx. 15 seconds to load the screen today.  So, let's see if we can diagnose what's going on here...  First, have you made any changes to any of the screens?  If so, which ones?  Second, we'll need to see if the New ...

How long is an "acceptable" time to wait? I waited for 10 minutes and still nothing... The Activity is listed as an Incomplete Activity with a type of Email sent and status In Progress, is there any other helpful information I may be able to supply to you assist you in resolving this?

Hi Ron, I just tried accessing an existing activity via the My Activities section of the Sales Center Dashboard by clicking Go To next to an existing activity.  I also got a blank screen for a few moments, but then a few moments later, the appropriate activity appeared within the blank window.  It just took a bit longer ...

Actually I was in the Sales Center Dashboard and clicked on My Activities.  I then clicked the Go to..  for the listed activity which popped up the Add/ Edit Activity window. That was the blank window I was referring to.

Ron asked: Danny, After creating an activity, I clicked the >>Go to.. link which would open a window (Add/Edit Activity) window but it was blank. I’m not sure if this is what is intended. Additionally, what is the method in order to send an email from within the Activity screen? Can I send invoices by email as well? Is there more info on ...

“Giddy up y’all!”  I couldn’t help saying it.  That will be engrained in me for a few days after attending this year’s QuickBooks Enterprise Solutions User Conference in Dallas, Texas.  The primary focus of this conference is to help QuickBooks Enterprise users with managing their growing businesses and taking full advantage of what ...

For those of you out there trying to get Method to send out emails, just remember you have to setup the “Default Email Preferences” first. Don`t worry this is a simple one-time process. Let`s get to it! Follow the simple steps below and you`ll be on your way in no-time.  In Method, click Customize. Click the My Account tab ...