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  • Re: writing a new post

    Thank for the update. I am getting similar issues with my posts and I have forward our issues to our development team. Thanks
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 08-06-2012
  • Re: Editing screens

    It seems that my post was cut off. Please find the rest of the message as follows : Another way to check the changes is to add this screen to another tab group and see if the issue is still outstanding. Thanks
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 08-06-2012
  • Re: Editing screens

    @Lewle5 Please hover your cursor over the screen name and double check if the name is the same as the one you are editing. Another way to check the changes is to add this screen&nbsp ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 08-06-2012
  • Re: work orders marked as complete

    @have John M You should received an email from me for a meeting to examine the issue. Thanks
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 08-06-2012
  • Re: Transaction Grid in Contacts Portal

      @AutumnW There are no other settings to limit this function in the Contact Portal. I was able to modify a Contact portal to show more then 10 rows in a grid with multiple grids on the same screen that display the due transactions. As illustarted in the screenshot, I just increase the number of rows to be displayed. Please let me ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 07-17-2012
  • Re: Twitter and Facebook logos

    @MikeB You can copy over the actions but not the image of these fields. You will need to download (or copy these icons) to your computer and upload them to the Picture Object of your new screen. [quote user="MikeB"]They're not on my screen and it does not appear to be an object that I can select to add to the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 07-13-2012
  • Re: Did Something Happen Overnight?

    @Garrett You should be fine in the June version with all our screens that we have worked on. Please let me know if I can be of further assistance.
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 07-13-2012
  • Re: Leads?

      @MST   Welcome to our forum. I would recommend the following steps if you want to order your leads from hot, warm to cold. a) These 3 records are in the LeadRating table, and you will need to edit them to be "1. Hot", "2. Warm" and "3. Cold" b) In your lead list screen, you will need to modify Step 4 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 07-12-2012
  • Re: Error Message Can Not Sync Methods with QBonline

    @Jeff Sorry I just realize that you are a QB Online user (as stated in your title). My response was for our QB Desktop user with our sync engine. I will let Chad continue with the issue with you
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 07-11-2012
  • Associate users in QB to Method

      A client email this question to us "All Activity (from any user) on any Customer in Method is listed as a Activity from a single user (David Proulx) in QB. To have proper accountability for each user in Method, we would want for each user's activity to show up as their related user account in QB. Example: Justin Campbell and Joe ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 07-11-2012
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