Method Community

Is there a way to customize our print preview so that we can change the address, logo, and other items?

I created a new table called TargetAnimal. In this table, I have 15 animals listed. I linked the TargetAnimal table to the Entity table, Customer table and the Contact table. On the CRM_Edit Customer screen, I added a drop down field for the target animal. Everything on the edit customer screen works great. I am able to give the customer a ...

Hei industrialrobotix, For another option check out Inder's response to a similar query here.  Noel

Hi Innovative, Yes this is possible. Navigate to the Customize -> Integration Tools -> Import/Export. Untick Show only common tables and export the UsersSignInLog table. You can also view the Audit Trail by navigating to the Quickbooks tab -> Audit Trail. The Audit Trail keeps track of all ...

Hello Justin, I am glad that your issue is resolved. Have a great day. -Inder

I was able to resolve the problem. If you go under the properties and look at the bottom of the screen. There is an unblock button that should resolve the problem. If you then reload methods plug-in it should work for you.

Hello Maureen, Here's my answer. I believe that you want to set the default filter views for the grid available on the screen for different users. Yes definitely you can set the default filter view for your users. In order to achieve that you have to customize that screen. For example, lets say you have two users (User1, user2) and you ...

Is it possible to see a report of time stamp of when users sign in and from what ip

Hello, We are new to method and we have been downloading the plug-in to microsoft outlook. So far it has worked on all of our computers except for 2. On one computer it went directly into "Quick Steps" and then disappeared. The other computer downloaded the plug-in and is not anywhere on outlook. It says that it is downloaded onto the ...

Hi mahlonf, Yes, you are correct. Method supports Authorize.net as a payment gateway and Authorize.net supports First Data as card processing platform. Unfortunately I can not say whether or not there is a card reader that will meet your client's needs as I am not aware of any instances where one has been implemented before. If you ...