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I think I've found a fix Justin, at least for IE, trying to see if google chrome works in a mo. It seems Windows 7 and 8 have a tick box section allowing you to 'copy your current settings to: 'Welcome screen and system accounts' and 'New User Accounts', this is found by clicking to 'Control Panel', 'Region ...

We had an employee quit.  Is there a way to transfer all of their future activities to a new rep?  What is the proper way to delete the user?  Thanks, Justin

If you notice a yellow dialog box at the top of the screen when you login, please take a screenshot of it and attach it in a reply to this post. If you notice this box when logging into Method prior to or after you follow the below steps, please reply and attach that screenshot. Try using the February version of Method. Log out of Method, go to ...

hi Justin, thanks for your response, this was the first thing i tried. i've just tried. few things, amongst them changing to a completely different timezone and most work and recognise the new local zone, but if I change it back to UTC for london, Edinburgh, Lisbon, when I reload, it reverts back to morocco standard time.

Hello Cheryl, I am glad that your issue is reoslved.  -Inder

I was able to resolve the problem of estimates not syching to quickbooks by unchecking the box to have the estimate numbers created in Method.

Hi taurusgardening, Try checking the time zone on the computer you're using to sign in to Method, that's where will pull the time zone information from. On Windows, right-click the time on the Windows taskbar in the bottom-right corner of your screen and select Adjust date/time. In the Window that appears click Change time zone.... On ...

Ok, thanks Ben I'll repost once I notice it working. Rolf

Hello BVS, Here's my answer. You can definitely do that by using List Builder feature to easily generate a list of customers based on your criteria, and then send an email template with the appropriate information. But in order to use List Bulider, I would suggest that you use TAGS for the customer you  would like to ...

Hi BVS, You can accomplish this by using Tags from within Method. First, take note of the customers that you would like to email. Then go to the Customers > Customers and Contacts List screen, search for each of the customers, and click the Go To... link to the left of their name. When in the Edit Customer screen, scroll to the bottom ...