Method Community

I know that the following works for me: There's a field in Method called "StaffAccountStatus". I created it first in Method only. There's a custom field in QB that I then created. When I export the Customer table in QB the newly created field is in CustFld1 In the Method Customer table, the field that shows up is NOT ...

Hello Mike,       There is no way of changing labels for a field that it will save both in the Method field and the custom QuickBooks field.  I confirmed this with the consultants. There is no way of automatically sending information from a Method CRM field (ie. a field that is not in QuickBooks) to a custom ...

Hey Bryan, We actually did seem to have an issues with email around the time you originally created this Forum thread, so you this is likely what you ran into, it went on for a few hours.  When you mentioned it was going for a couple days and one user's emails were going through, I thought it would be something else.  Anyways, ...

Hi Ben, thanks for the reply. However, about an hour after I sent in this request, all of my test emails started flowing. So, they were hung on your end. Something happened, not sure what it was, but I started getting test estimates emailed to me about 2 hours after I submitted them. So, I am good for now. Bryan

Thank you that is great to know.

Hi Mike, Each user can change the default email server.  This is found the in the profile section at the top right of the screen. For the "on behalf of", this is something that has to do with your email server.  The "on behalf of" is part of a verification process to avoid spam. Some email clients will add this to ...

VLocke, In order to figure this out, I attemped creating text fields in a random table, starting with an enormous value.....here is the error message I received: -Ben

Hi Brian, Based on what you said in your post, this sounds like an issue that is only affecting your Method Account.  For an issues like this, I would suggest calling in to our Support line so that we can troubleshoot over the phone with you and doing some testing.  I am not aware of any changes on our in regards to this. Either call ...

If I were to creat a new field in Method I would not have this size limit - right?  I could specify the size of the file.

Yes, this is what I was looking for - thank you.