Search results by user ID 5492

Re: Method & Quickbooks Online Product Sync

dannas — Sat, 21 Jan 2012 13:12:08 GMT

I appreciate the update. Once this issue is resolved, should the products sync between the two or will the extra products in Method need to be manually deleted via backend DB? Also, is there any type of ETA on a resolution from Intuit? Thanks again.

Re: Portal Registration Email 'From' Field

dannas — Sat, 21 Jan 2012 13:03:39 GMT

We have created a distribution list for portal support and followed your instructions. That worked out great. Thank you.

Portal Registration Email 'From' Field

dannas — Sat, 21 Jan 2012 02:31:12 GMT

When a user registeres for our customer portal, they receive an email with their credentials; however, the 'from' field of this email is the direct email of one of our CRM users and not from a general mailbox. We would like for this email to come from 'noreply@ourdomain.com' so that customers do not email one of our users directly. How can we change this? Thank you.

Method & Quickbooks Online Product Sync

dannas — Thu, 19 Jan 2012 14:16:02 GMT

We are new Method users and seem to have an issue with the products syncing. I see how to create products from within method and of course quickbooks; however, I do not see a way to delete products in Method.

If I delete a product in quickbooks, the deletion does not appear to be synced. How can I ensure that the products are in sync and how do I delete stale products that should not be in the drop down list within Method? Thank you.