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  • Unable to log into Beta

    Just received the invite to try out the Beta. My 'old Method' login credentials are being rejected. (Yes, I'm an admin.) Getting the following message: Sign-up Failed We were unable to complete your sign-up at this time. A valid Company Account, User Name and Password are required!
    Posted to Method Beta General Q & A (Forum) by bmosca on 12-10-2014
  • Icons

    Just a suggestion as I begin workigng through the new BETA.  Currently the same side bar icons are being used for Sales Orders, Classes, Sales Reps and Accounts.  I would give each a unique icon.  
    Posted to Method Beta General Q & A (Forum) by MichiganJohn on 12-10-2014
  • Re: Sending Mail From Activity

    Hi John, This feature has not been implemented yet. Stay tuned to the Releases and Updates post in this forum to keep up to date on any new features as they become available. :) - Justin 
    Posted to Method Beta General Q & A (Forum) by Method_Justin on 12-10-2014
  • Re: Cant open new PDF files.

    John, The issue with PDFs in Chrome isn't replicable 100% of the time, it's somewhat random. If you're worried about your report being corrupt, try opening it in Firefox or Internet Explorer. If you have issues in one of those browsers, then Chrome isn't to blame. Let me know how it goes. - Justin
    Posted to Method:Classic General Q&A (Forum) by Method_Justin on 12-10-2014
  • Re: Autofilled

    Good morning Marcelo, Could you elaborate on which type of template you're referring to? Email or Print? - Justin
    Posted to Method:Classic General Q&A (Forum) by Method_Justin on 12-10-2014
  • Re: Web form question

    Greg, Thank you for your patience and explanations.  In my experience, Method (or at least Quickbooks) does not accept 2 customers with the same email address.  When someone inputs a contact through our web form and uses their email address, will Method still accept this contact with the identical email as the contact that's already ...
    Posted to Method:Classic General Q&A (Forum) by Meghan on 12-10-2014
  • Re: Cant open new PDF files.

    Justin New evetns just happend.   Laptop computer>Chrome VS 39.0.2171.95 m>Method>Custom Screen Invoice> Print Preview Button> Save to desktop>Icon shows up>double click on icon=PDF shows up Laptop computer>Chrome VS 39.0.2171.95 m>Method>Stock Screen Invoice> Print Preview Button> Save to ...
    Posted to Method:Classic General Q&A (Forum) by John M on 12-09-2014
  • Opportunities App

    Am I just not seeing it or loading it, or isn't there one?  Sorry for the newb Beta question.
  • Sending Mail From Activity

    I'm not a super programmer person so I might be missing something with BETA (which is awesome BTW).  How can I send an e-mail from within Method Beta?  I thought I set up the e-mail preferences and like to send e-mails directly from the Activity page for a current activity.  Is the functionality there yet, or did I miss ...
    Posted to Method Beta General Q & A (Forum) by MichiganJohn on 12-09-2014
  • Re: Autofilled

    The linked field I created is called "ML_CrewLeader2" , when I use this field in my templates nothing shows, why?
    Posted to Method:Classic General Q&A (Forum) by Marcelo11756 on 12-09-2014
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