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Hey Mahlon, I'm working on this one, trying to replicate. In the process of importing > 600 opportunities.  I'll report back with what I find out.  You don't think it maybe on the Email server level timing out on processing the emails? Which provider is it? We may be able to find out if they have any ...

Hey Cindy, I have seen this before, (usually in Chrome).  First try clearing your cache and cookies, that usually fixes it. If not also try a different browser. If you follow these steps and still aren't able to get the yellow bar removed, please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be ...

Hey, Ah I see, thanks for replying back with that information. I know some characters are reserved in HTML. For example the character <, indicates the beginning of a tag. Thus it's typed as < - which brings me to ampersands: Ampersand is also a special character. The "&" symbol marks the beginning of a reference ...

Hey Conner, From THIS thread: [quote] I wanted to chime in here since this already works on my end even with the Outlook plugin. I went into Method to send an email using one of our email templates, once the email was sent to the customer (my sample "Amy Smith" must hate me) I went back to Outlook and the email does appear in the sent ...

Hi, You must have had to create a new field, since you are unable to edit the Field Type after Field creation. Make sure you add the new DateTime field to the Grid, and same procedure Advanced > Input SQL. - Mortaza

Hey, The LastInvoiceDate field you created - is it a DateTime field? Head over to Customize > Tables/Fields > Look for the field you created and make sure the Field Type is DateTime. - Mortaza

Hey Jonathan, That will not work. Both Leads and Customers sit on the same table 'Customers' the only difference between them is a boolean field called 'IsLeadStatusOnly' - if this field is set to True, it does not sync the record over to QB and allows it to sit in the Leads tab. But as soon as this field is set to False it ...

Hey Aaron, That error is on our end, we are currently working on a hotfix. I'll keep you posted as soon as I get information that it is back to normal. - Mortaza

Hey, Is this PO being created on a customized PO screen or the stock Method screen? If it is on a customized screen, please try creating a PO in the stock PO screen and see if the sync is still looping. If you follow these steps and still are running into the same sync issues, please give us a call on the Method support line at ...

Hey Mahlon, You have a rough estimate of how many Open Opportunities it is looping through?  - Mortaza