Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#4237) - when attempting to click on the More actions > Choose email template button, the template preference screen was not being loaded. This now points to the ...

 Hey Lee, I am looking into this, I will post shortly.

 Hey Beth, If you can send me your email address, we do have a troubleshooting guide for desktop installations. You can use this to help you troubleshoot your setup. This will be made available for everyone on our website soon.

Hi John, Can you email me the Company Account name and activate the MethodSupport user? To do so, go to Customize>Users and click the Active check box next to the MethodSupport user. Thanks.  Jason

You can set the email credentials by going to Customize > My Account and clicking on Default Email Preferences. - Adam

Hey DavidD, The email is only sent to the contact who updated the profile as well as the Portal administrator (you). By default emails are not sent out when Contact information is updated within the CRM, this only happens in the portal. Hope this helps! - Ashur

The following post came in via email: Hi, I want to use the Outlook plug in but don’t have a volume license therefore no Microsoft Office Customization Installer. Is there a workaround?

mlepitt- I am still unable to duplicate this issue. Email me directly and we can set up a time where we can do a remote desktop and you can show me the issue yourself. -Michael

Chris, This is likely because you were trying to use the missing webform.  I sent you an email regarding that and I'll let you know when I hear more. - Adam

  thanks!