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I will restate the scenario again with a bit more detal: I'm logged in as "Nick", who has admin privileges I create an activity and send an email, but change the "From" field from Nick@ABC.com to Services@ABC.com The received email says it's from Services@ABC.com <Nick@ABC.com> on behalf of ...

Hello,     Sorry for the delay in the response.       If the main computer has the method integration engine off, then nothing will sync over.  When you re-connect the sync engine, the information will be passed over.  You can still work with Method and QuickBooks during the time the engine is off. - ...

Hi Mike, First thing I would check is if the Method user's email matches what is in your default preferences. If not, you can also setup the email preferences per user and this may get rid of this. Something else to check is your mail server's settings.  Depending on your mail server, there may be a setting to remove this. Here ...

Hello,       Check out the blog post on sharing customers and activities.  Make sure your user has beeen assigned a Sales Rep.  That way, you can designate records to users through the Sales Rep.  Then set the permissions for the user in Step 6 of the users edit screen. I hope this helps! - Greg

  For many, the start of a new year means resolutions to get fit, eat healthy, time with family...I could go on but will spare you. For some of us at Method, this new year kicks off a new round of annual conferences. By now there’s a lot that is routine in attending conferences -- airport delays, long nights and early mornings ...

Hello,     I don't know of a way to make a User, which is basically a login credential, to become an employee.  It does work the other way.      You can create employees though the QuickBooks tab group.  You will find a list of employees on Employees -> Employee List.  From here you can add ...

Greg, Awesome news, glad you were able to get this resolved.  Also, agreed, the show message action can be very useful in checking your Action Results for most customizations.  Side note, between you and me, I have to give some credit to the head of our Consulting Team who hinted this answer to me! -Ben

When setting a new user/employee, I have selected that the person only be able to see his or her leads, but all leads are still showing.  How do I set it so the person can only see his or her leads?

When a new user is added to Method, how do I set the person up as an employee, so I can add their name to a calendar event from Outlook?

We have an account called "Services" (ie services@ABC.com). In some situations emailing an activity and the logged-in user changes the "From" field from their own email to services@ABC.com, the recipient's email says it's from services@ABC.com <admin@ABC.com> on behalf of services@ABC.com How do I get rid of the ...