Method Community

[quote user="handcrafted"]well, I have tried all of these things and still no luck.[/quote] Bryan, Since this is a sync issue I'd like to take this off the forums and help you resolve it via phone or Goto Meeting.  Can you email me the company account you use to login and I'll follow up with you tomorrow. ~C

Good news Rolf - this issue has been resolved and is now live.  Don't forget to log out/in to see the changes. ~C

[quote user="CarolOliver"]Is there an Outlook Plug-In for the MAC?[/quote] Hi Carol, There is no plug-in for Outlook on a MAC and no plans for one at the present time.  If there's enough demand in future we would consider it but we've been focusing development on Google integration for Gmail and Calendar. ~C 

[quote user="jeremy"]this is what I am getting. There is no sales rep tab. And the opp still doesnt show the number.[/quote] Jeremy, I posted my step by step to give you a good head start and I know the solution I posted works.  To review all your actions to see what's not working would be considered paid support.  My ...

[quote user="Rolf"]Besides being an annoyance, this is a real problem for me because I have situations  where the next field after a dropdown has actions triggered on a loss of focu[/quote] I was able to recreate this behaviour and have submitted a ticket to my team here.  As soon as I have an update I'll post up on ...

[quote user="LaCrews"]Try clicking on the html editor full screen icon.[/quote] Great tip!  Thanks LaCrews  ~C

Thanks for clarifying Rolf!  I thought you were unable to delete screens which I would definitely want to look into.   I'll see if I can recreate the issue of the delete message not disappearing and I'll follow up if I make any progress! ~C

[quote user="NeilSmellie"]Is it possible to change a job to a lead and have the lead still associate with the customer[/quote] The process to convert a customer to a lead is not automatic and would require a fair amount of exporting/importing and editing your lists in excel to acheive this.  The most important thing to be aware of ...

[quote user="Rolf"]The screen I had the most issues with was the Edit Customer screen.  At one time I had 10 or so different copies, but now I'm at 4 so it's not that big a deal anymore.[/quote] Would you mind emailing me your company account and turn on Method Support from the customize > users tab. ...

[quote user="dottie"]Is this something that needs to be customized?[/quote] Nope.  The invoice number's are being generated by QuickBooks so you'll need to wait for the sync to catch up after saving the invoice.  When you create a new invoice and click save in Method, wait a few seconds then click the refresh button on ...