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  • Problems with Customizing

    First let me start off by saying how excited our company is about this program. The freedom to do whatever works best for us is a huge plus! One thing we did notice, and maybe we just haven&#39;t figured it out yet, when you are creating and customizing, there is no way to preview. Now like I said, we could be wrong. If we are, please ...
    Posted to Method:Classic General Q&A (Forum) by LazerElectric on 08-01-2008
  • Inventory Adjustments Screen, Change QB Sample File Default Date, Destroying Screens

    Hi All, The Inventory Adjustments Screen seems to update QB instantly, but I don&#39;t see the inventory added to the item in the Method Item List. Does anyone else in the commjnity work with inventory? After destroying the screen, I decided to get a copy of the original and try it and see what it did in QB before I made any adjustments and ...
    Posted to Method:Classic General Q&A (Forum) by Pat on 07-31-2008
  • Case Description / Add Activity Is Slow

    The cursor can&#39;t even keep up with my pecking on the keyboard.&nbsp; It is ugly slow.&nbsp; I don&#39;t think that it is my connection, because this is typing normal. &nbsp;Ok, thats all for tonight.
    Posted to Method:Classic General Q&A (Forum) by Answer Man on 07-31-2008
  • Re: Adding New User Error

    Wait, when I actually used the character &quot;!&quot; it worked.&nbsp; Don&#39;t tell me you are going to have to have a !@#$%^&amp;*()?&gt;&lt; or something in your password?&nbsp; Oh, that wasn&#39;t a cuss word. YET
    Posted to Method:Classic General Q&A (Forum) by Answer Man on 07-31-2008
  • Adding New User Error

    I was trying to set up a couple of new users so I could send them some cases ect ect and it will not accept any password, no matter how many characters and numbers you have.&nbsp; Below is the error Password Failed: Password must contain at least 1 character(s), such as &#39;!&#39;
    Posted to Method:Classic General Q&A (Forum) by Answer Man on 07-31-2008
  • Timed Logout Suggestion

    Dan- I noticed after several hours away from the office&nbsp;that I was still logged into method. I think it would be a useful tool to have an inactivity time that each user, or administrator, can set so in case he/she has to leave unexpectedly and forgets to log out, the system logs you out automatically. Or is it in there and I just can&#39;t ...
    Posted to Method:Classic General Q&A (Forum) by Keith Upham on 07-31-2008
  • Re: CRM can't delete case

    [quote user=&quot;Answer Man&quot;] Ok, I need help with the new version.&nbsp; I am not sure of the flow of the crm.&nbsp; Since I am not edumacated in the art of CRM, is there some other software literature I could download and read?&nbsp; I did however create case, excuse I accidentally created 3 of the same cases. &nbsp;So I tried to ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-31-2008
  • Re: Emailing a case to the "assigned to"

    Kevin, Nice to hear you are getting into Method now.&nbsp; This is a great question by the way.&nbsp; To give this answer proper justice, I need to give a little background information on how mail servers work. For this example, I am going to use mail.taylorlawn.com as the example.&nbsp; &quot;mail.taylorlawn.com&quot; can have several users ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-31-2008
  • Re: CRM can't delete case

    Hey Kevin, Getting some documentation on how the Sales Center, Call Center and Customer Portal all work together is on the to-do list and we should have something put together shortly.&nbsp; It&#39;s totally understandable that you aren&#39;t too sure where to start.&nbsp; In the mean time though, if there is anything I can answer for you that ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-31-2008
  • Re: Pricing / Versions

    [quote user=&quot;Answer Man&quot;] I just need to make sure that you and Paul are taking care of business&nbsp; [/quote]&nbsp; Someone needs to keep us on our toes.&nbsp; These are great questions you were asking.&nbsp; I am sure a lot of other people were tempted to ask the same questions.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-31-2008
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