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Hi Conner, Go into the Advanced Screen Properties and add an OnScreenLoad Action 'show/hide field/object' that hides the label, for the Options choose Always Hide. For the Checkbox add a Click Action 'show/hide field/object' for Field/Object choose the label and Options choose Toggle. - Mortaza

Hey Lex, Head over to Customize > Tabs > Edit Tab Links... beside the Tab you wanted. For Credit Memo you would choose Edit Tab Links... to the right of Customers. In the Tab Links pop-up you can just click on the checkmark to show or hide. - Mortaza

Hey Lex, There is no way you can choose multiple options from a drop down.  You can however, add multiple drop downs to the screen that is pulling the same field.  There is also the option of creating a detail table, for example take a look at the Invoice and LineItems and how you can add multiple Items. - Mortaza

Hey Chris, From what it looks like it is blocking the relay for the Reminder emails. create an Allow list of all of Methods mail server IP addresses (I have emailed you the IPs we use). HERE is how to complete that Allow list, scroll down to - Use the EAC to edit the default connection filter policy. - Mortaza

Hey Conner, From what I understood you want the grid to show: Company 1 - Contact 1 Company 1 - Contact 2 Company 2 - Contact 1 If I am correct you can achieve this by adding the CompanyName field to the grid. Also on Step 4 of the Grid Wizard you will want to Sort first by CompanyName (A to Z). - Mortaza

Hey Chris, You would need to configure "Send As" permission on your mail server to allow your Users accounts to send email as your mailbox account (crm@domain.com). Here are instructions on how to do it for Office365: http://support.microsoft.com/kb/2572646 We don’t officially support Microsoft Exchange/Office 365. ...

Hey Mike, Upon clicking on Edit Activity it calls 'OnScreenLoad-DONOTSHOW' in the Header section. There is no explicit action that updates the Activity Start Time to the current date, it clears the screen for a new activity then sends over the Activity details listed under the second Condition Statement block and you will notice ...

Hey Tmatheny, I believe you are using QuickBooks Online. QuickBooks Online never completely deletes a customer from their records - they simply list them inactive.  I would start by exporting your customer table inside Method. With your exported data update the FullName field for the ones that were supposed to be ...

Hello, Is it just happening for the one User? Did it also just begin or was that User always having that error?  Please also take a look at our Help Center article: Solution No. 243 this may have some information that can be of assistance. - Mortaza

Hey Jsautel, For the six that are not posting over is there a pattern you can see among them that is different than the ones that are syncing over to QuickBooks with no conflicts? This will be easier to diagnose together with a member from our Method Support team; when you get a chance please call at 1-888-925-6238 ...