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  • Re: Customizing invoice/estimate screens

    Hi Greg,  Basically I need to add fields and rearrange them if possible. Some are already the default in Method. See below for the fields that we currently use in Quickbooks for our estimates. Some of the fields show both on the screen and when you print and some don't. (ie: internal notes for that line item) This is a feature in ...
    Posted to Method:Classic General Q&A (Forum) by timvreeland on 09-03-2014
  • Re: Customizing invoice/estimate screens

    Hello Tim,     Are you modifying pre-existing fields in the invoice and estimate tables?  It may be restricting you to change attributes of a field because current values in the records violates the new attribute.  eg. You can't make a field mandatory if fields are currently blank.  Also, what do you mean when you ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-03-2014
  • Customizing invoice/estimate screens

    Hello, I'm trying to customize the fields in the invoice and estimate tables and Method won't let me. It has a notification that it has disabled the customization of certain fields because the table has more than 42,000 records. How can I change this? This seems like it should be a very basic function since I really need to match some of ...
    Posted to Method:Classic General Q&A (Forum) by timvreeland on 09-03-2014
  • Re: cant send email in July version

    Hello John,   I ran tests on my test account and I am able to send emails.  I would like to see the send failure alert email.  You can send it to my address below or support@method.me.  You can also give us a call at Method support 1-888-925-6238 x2. Greg
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-03-2014
  • Re: cant send email in July version

    Strange it did not copy the email password from oct to july.   Put the email pass in the july ver. it works. John
    Posted to Method:Classic General Q&A (Forum) by John M on 09-03-2014
  • cant send email in July version

    Greetings, I cant send invoices and estimates when you press the save/email button on stock and custom screens.  Works with the octover  I am getting email send failure alert email sent to me.  Using gmail.  John 
    Posted to Method:Classic General Q&A (Forum) by John M on 09-03-2014
  • Re: Report's NOW() and TODAY() functions are 1 hour behind!!!

    Hello Rob,    I was able to get this to be reproducable.  When the report is generated, it thinks it is five hours behind when really it is only four hours behind because of daylight savings.  In November when we turn the clocks back, the time will be correct.  I'm not sure where it is not including daylight savings ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-03-2014
  • Re: Email test failed

    Hello industrialrobotix,      This is something you can contact Method support to help you out. The number is 1-888-925-6238 x2. It's hard to diagnose over the forums because it usually involves trying different combonations until it works.  My guess by looking at your credentials is that either the server name ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-03-2014
  • Re: Method speed, and an email question

    Hello industrialrobotix,      Speed is not a common issue with a trial.  The trial and regular accounts run on the same servers.  There isn't any difference between both types except on the billing end.  We have been working on getting Method quicker to load and you should see some speed gains soon.  ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-03-2014
  • Email test failed

    I did a quick search and noticed some other email issues.  I am getting an issue when setting up my default SMTP: server2400.bigcommerce.com - username, password, and SSL using port 465 - same settings in Outlook   I get this message: The test email failed to send. Your settings have not been saved. Please edit the settings ...
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