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  • How to associate a related email activity to a customer

    This question came in via email from Justin, I have a question regarding the capabilities of the Gmail gadget. &nbsp;I have an internal email (with another employee) regarding a customer. &nbsp;I would like to track the email to the customer in Method. &nbsp;Is there a way to do that without permanently associating the employee with the Customer ...
  • Re: Export to Excel eats my data

    [quote user=&quot;Method_Chad&quot;]I&#39;ll test the export this am and report back if anything doesn&#39;t look right.[/quote] I just tested both the integration tool and the export to excel from grid action and both seem to be working fine. &nbsp;Can you provide more details on the tool, grid and the fields you&#39;re trying to export. ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-13-2012
  • Re: Export to Excel eats my data

    [quote user=&quot;Fred_D&quot;]What&#39;s going on?[/quote] Not sure, I&#39;ll test the export this am and report back if anything doesn&#39;t look right. &nbsp;Can you confirm which export tool you&#39;re talking about? &nbsp;We&#39;ve got the import/export tool from the Integration Tools area and the export to excel from grid action. ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-13-2012
  • Re: QuickBooks Invoices

    Hi Robin, [quote user=&quot;r.hall&quot;]I have a need to be able to add the number of items on a QB invoices and enter that number of items in a custom field on the invoice.[/quote] This is possible with a little customization - we support custom fields from QB or you can build your own table to store this information inside Method. [quote ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-10-2012
  • Re: Error Message in Outlook from Plugin

    [quote user=&quot;VARC_Annette&quot;]&quot;Not a Legal OleAut date&quot;[/quote] This error message is because a date is out of range -&nbsp;are there any dates in your&nbsp;customers calendar which are not valid? ~C
  • Re: Im new to this and not sure what I need to do to resolve

    Thanks for posting Ryan, I&#39;ve emailed you an update.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-09-2012
  • Re: Conflicts

    [quote user=&quot;Skye&quot;]But it IS RESOLVED FOR ME!!!!![/quote] Thanks for the follow up post Skye. I&#39;m sure this will help another user in the future. If I&#39;ve learned anything working with QBO it&#39;s that - delete is never truly a delete. Similar to deleting a customer, you should rename the item or customer to include the word ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-09-2012
  • Re: Grid autoupdate - can it be done?

    Hi viret56, [quote user=&quot;viret56&quot;]I want my EstimateLine grid to update automatically after I perform calculations in various columns after data entry or editing.[/quote] There&#39;s some background processing actvities that happens on this grid with the update and save buttons. &nbsp;This is probably where you&#39;re running into an ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-08-2012
  • Re: Issues on mobile devices.

    [quote user=&quot;wmcfall&quot;]With the search not working on the mobile login we wanted to find a workaround.[/quote] I just wanted to update you that search on mobile is working but there&#39;s an extra click you need to make. &nbsp;When typing in your search term, most peole instinctively click the go button on their phone. &nbsp;Instead of ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-07-2012
  • Re: writing a new post

    [quote user=&quot;BungalowMatt&quot;]This is&nbsp;problem occurring for me as well.[/quote] Just wanted to let anyone having problems posting on our forums know that Chrome and Firefox are working fine. &nbsp;Internet Explorer is currently experiencing issues mentioned in this thread when posting. &nbsp;We are working on a fix currently and ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-07-2012
Page 73 of 278 (2777 items) « First ... < Previous 71 72 73 74 75 Next > ... Last »