Method Community

Hi Chase, On which portal screen are you putting this EstimateStatus dropdown?  From what you have described, it sounds like you are trying to save the estimate status while not on a screen based on the estimate table. If this is the case, the status will not update. What I would suggest is that on the Submit button, include an "Update ...

Hi Sandman, I don't believe echeck support for Merchant Services is something that is on our roadmap for the near future, unfortunately. - Adam

We have a beta sync engine available that syncs with advanced inventory. Works with serial numbers, lot numbers and locations/sites. But you need to contact tech support and request the "Beta MSI installation" for advanced inventory. It's been in beta for a few months now.  They should know what you are talking about - if not, ...

Has any progress been made on the advanced inventory feature in QBE?  We have been Method users for over 2 years patiently waiting for this feature.  We are coming to a cross roads where we will need to either stick with Method or go else where because of this feature.  Any update would be appreciated as the amount of work that we ...

I am receiving a lead form error. I have check the forum but have been unsuccessful at resolving the problem. Please see the details of the error: ERROR MEESAGE: We couldn't authenticate web form provider. Please contact web form provider for any additional information. URL: http://landcareinc.net Posted HTML to web page: <META ...

Hi David, We've done this and it works great.  When doing this you have two choices, adding a document which has been created earlier in the action sequence using the Generate report action or adding a document which the user can choose from a drop down on the screen.  The key to the second is to identify that document ...

When uplading documents into cases I consistently get a yellow message bar at the top of my screen "No internet connection available...". It happens after I upload the document to Method. I have tried logging in/out, repoening the web page, etc. with no luck. The only way to continue using Method is to turn off my computer's ...

Mike, On the Loop through grid action - first screen - there is a "checked "rows only action...make sure its checked.

I am looking for a way to send an existing document from Method.  I was experimenting by creating a new command to the More Actions button in the edit document screen.  We attach costing reports to invoices and I would like the ability to send that report via email to another method user....it is always the same person.  I have ...

If I  keep my QB company file an a back up hard drive like Synology Disk Station so I can work from two computers, do I have to install method in the two computers or in the back up station?