Method Community

The following updates are now live for users of Method. New Features Ability to configure Title and Description on calendar events (PL-20160) Ability to display resource on hover of calendar events (PL-20168) Regards, Michael

Has anyone tried to integrate Shopify via Zapier beta?  I am 90% of the way there except I cannot figure out how to add line items to Sales Receipt, for example, with different QBs items.  method zapier app seems to only provide a dropdown box to select just 1 item.  I'd like to use Formatter by Zapier to create an item mapping ...

Hello thesolarguys, I have created a support case for our team to assist you with this issue. They will schedule a time with you and troubleshoot this over screen share. Regards, Inder

It seems recently (over the past month or so) we have been having a warning box pop-up when trying to sync. Its the QB "Bank Feeds in Use" warning box. This stops the sync engine from continuing and is extremely annoying. I don't recall this ever being a problem in the past and I don't think we have changed the way we use ...

The following updates are now live for users of Method. Bugs Fixed various issues with criteria builder not loading as expected. (PL-21412, PL-21425) Regards, Michael

Has anyone setup a system to send text messages through method? Looking for a recommendation for a service that can easily be integrated. Thanks! 

I am inquiring specifically about Estimates here, but any grid on forms is relateable here. I wanted to know if you can set the lines of an Estimate to prefill to default entries. Our crew basically enters the same few items on all estimates, and adds the secondary items as needed. Can it populate on load with chosen items? Thanks!

Hi, I have many customizations that were made in Method that I absolutely love. However, the program is lacking tremendously in it's ability to produce nicely formatted pdfs of Invoices, Estimates and POS. Due to the nature of my business, I require the use of the text editor box to display the Descriptions of my Items. This looks ...

The following updates are now live for users of Method. New Features Call Another Action set is now Call Routine. (PL-20239) Bugs Fixed issue with Grid Filter view values sometimes blanking out on edit. (PL-20744) Regards, Michael

Hello, I can see this is quite an old post but are there any instructions available as to how to achieve what Adam is talking about in this reply? Many thanks, Stuart