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Hi Diane, I'll check if this is possible and let you know.

 Hi there, Another option, is to have a “Note” text box on the actual screen with the 'Email Changes' button on the same screen.  The user could just enter the 'Note' (body of email) and then click 'Email Changes'. If you like, you can make the Notes field hidden, and perhaps have a button on ...

 Hi Diane, Tags allow you to easily group related topics together for easy retrieval. Use simple words, usually no more than 1-3 words, that describe the tagged item. So for instance, you post a question related to estimates and you use 'Estimate' as your tag name. Other users have also entered posts related to estimates and used ...

 Hello, Let me know if the following scenario helps you achieve your goal. On a screen add the 'Email Changes' button you mentioned. When someone clicks that button, a pop up window comes up. On the pop up screen you'll have a text box with a label 'Type body of email here and a 'Save and Close' button. On ...

Hi Diane, When you say time display on the "synch" display, do you mean the "Method Integration Engine for Use with QuickBooks" window, that comes up by right clicking on the little m, in the system tray and selecting 'Display'? I just tried changing my time zone to Central and the time reflected in the engine showed ...

 Hi Shelley, You are on the right track with adding pop up messages as a warning to the user. Take advantage of the options within the 'Show Message' action, for instance you can have a message 'Did you save your data?' if the user clicks 'Cancel' then they cannot proceed further and they can save their data then ...

Hi, There is a guide that would help you get started with the Pencil tool so you can create screens on your own using widgets. If you are an end user then please send me an email and I'll forward you the document. If you are a member of the Solution Provider group, then you can access this guide from the MSP portal under Info > ...

Hi Wilna, I've answered your questions as per the order you asked: 1. You'll need to do the installation on any other computer that opens up QBES to the same QuickBook file. If there are computers in the office that do not open QuickBooks then you can just open up Internet Explorer / Firefox and log into Method. 2. Yes she can be ...

 Hello, Yes, you can sync contact between Outlook and Method. Kindly review webinar 26 to ensure you are following the right steps. Please let me know if you're still unable to sync them. Here is the link to the webinars: http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

 Hi Shelley, From your post I understand that you want to place a 'Send email' button adjacent to the 'Email' field under the Customer List, in the Address Info tab section, correct? When you click on the 'Send email' do you want the Add/Edit Activity screen to pop up? This is the same screen that pops up under the ...