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Hey Rick, Great question, and I wish I could tell you, but I believe it's powered behind the scenes using Method:Magic .  -- Mortaza

Both Method and QuickBooks do not support international characters. Behind the scenes it is saved as the characters you are seeing "é" - todays browsers are smart enough to display it as the accented e. But as you see when exported it will export it just as it's saved on the database level. Easiest workound I ...

Hey Jonathan, Definitely odd. Can't say I have experienced such behaviour before, how often does this occur? -- Mortaza

Bump.... :)

You are pretty spot on but I don't want to waste your time so I'll take a little extra of mine to make sure I am explaing it correctly. We provide a Lawn Care Service. Our Lawn Care Service Consists of 6 visit one every 6-8 weeks Each "step" or visit has a different service that is provided each visit but they are the same ...

Yes, thank you.

Hi Mortaza I will have a look at setting that up, it should work for the first situation I'm looking to address. How do you guys do it - I'm assuming the emails I got when I started my trial were all automated? Thanks Rick

Hi Mortaza Yes, looking at the csv in notepad, it is all correct, and opening in google it is correct - my issue is just in Excel!  I can't think why though, it's like it doesn't have the correct character set? Thanks Rick 

Method, Our team has often encounter this Action Sequence Error 6 and I know it is because of the Action sequence is error. I have found that the error is on calling specific screen CRM_NewActivityStaff. Whenever we have this issue, I delete the screen on that tab and add it back then the issue is resolved. Is there any specific reason for this ...

I'm new to Method and currently working on customizing my Invoices, Estimates and Packing Slips and was wondering if there was a thread or exchange where people could share their reports. The report builder seems super customizable to fexible and I bet some people have done sopme great work on their reports and I think it would be great ...