Method Community

I crated 2 different print Templates for the Sales Order page. Is there a way to create a button for each of the 2 print templates so I can print either of the 2 with out selecting the print template in the select print template button.?

We're seriously looking at the Outlook plug-in but before we install there's a question we can't find an answer in your very detailed support information. Without the Outlook plug-in installed, when I click on a contacts email address to send an email this will open a new Outlook email window to compose and send the email. This is ...

Hi Taurusgardening,  Please confirm what your current setup is, are you referring to the stock Contacts_Portal, which uses the "Contacts Portal" tab? If so, have you changed the tab to show "mobile".  It is hard to know what has happened if you have customized this somewhat. Have you tried creating a ...

Hi Mike,  If you right click the screen designer, you will see an option to Show Summary. This will give you a summary of the screen. Unfortunately, there is no other way to log screen changes. This is an interesting feature though that I will submit to the team to consider adding in the future! Jason

Hi Charles, It sounds like you may be overwriting your original action result before you use it a second time. For testing purposes, I would suggest taking out the Call Web Service action and replacing it with a Show Message action. In the message, you can place all your action results to make sure that they are all being generated ...

Turns out I have a button in the same section doing the same thing.

I created a custom grid on the sales order screen. The info in the grid is inserted to be specific to that sales order. Problem is when I hit save it changes every sales order ever created to match what I just entered. Why doesn't it save to that open sales order instead of changing other sales orders not open.

Yes, the Addr1-5 fields are special - there are operations happening in QuickBooks to re-arrange the data.  If you put data in Method, it will send it to QuickBooks, but then QuickBooks will re-arrange it and update Method to change the info.  It is a major pain. Have you checked to see if the address you put in the BillAddr1 field has ...

Hi Charles, We have a beta version of the sync engine that has the ability to sync with some Advanced Inventory features.  If you email support@methodintegration.com, we can provide you the link and instructions on setting up the beta sync engine. As for Advanced Pricing, I haven't heard anything regarding this yet.  I'll have ...

Adam, I am getting copies of the emails sent to me, so I'm not questioning whether they are being sent out or not.  The problem is they are being sent to my customers spam folders.  For whatever reason when they are sent from Method to a first time customer/lead, more often than not, they end up in the customers spam/junk box. ...