Method Community

For anyone following this, Stuart called in and we are working with him to resolve the issue. - Adam

Hi lvelina, Unfortunately, the only way to accomplish this is by setting permissions on the individual buttons -- you can't change button roles globally.

I'm looking for instructions on how to set up a portal user to enter time tracking into Method for synq with QBks.  Any info on how to and limitations would be appreciated.

Hello Stuart,     I believe the images did not go into the post.  The best thing to do is host the images somewhere else and provide a URL.  Some here use Imgur for posting pictures on the forums.      I haven't heard of a problem with the filters and the Build Selection List.  I can take a ...

Hello sbradley,        On the Save for an Estimate, there is a Retrieve Value from Table for the RefNumber.  I believe this is due to Method getting back information from QuickBooks.  If you are doing your own custom save, you can try the same action.  See the Quickbooks_Estimate screen and the actions ...

Hi Laura, First of all, I hope you don't mind, I removed any personal information that was in your first post, but I did keep the one error message that gives us a hint to why you can't send emails anymore. "Response from Mail Server: Mailbox unavailable. The server response was: relay not permitted" This message likely ...

At anytime in the near future will Method be able to support Electronic Check with QuickBooks Merchant Services?

Hi I am having problems sending emails to customers through the CRM system. Under 'activity' there is an option to check the 'send an email' box to send an email to the customer.  This used to work as I have sent emails to customers on a daily bases before but it appears that all of a sudden (over the past few weeks) my ...

Hello. When I send out an estimate email, I would like for the customer to be able to accept or decline the estimate from within their portal access.  Depending on what they choose, I would like their estimate status to be automatically updated. Here's what I have so far... First, I created a dropdown menu that pulls the information ...

Thanks Is there a way to take the time off the work orders? We dont schelude work order by time, only by day.And then we use sort order to put the work order in the right order, When I create a lawn moving series always starts april 10 and ends november 15th, the I go to a particular occurrence to make notes and it wont let me save it , tells ...