Method Community

Hi David, While I would love a few rounds of beer, we don't integrate with anything from UPS at this time.  Without knowing much about UPS Quantum View, something may be possible through our API. This is assuming you can send the data to the Method API.  This however would be beyond the scope of this forum.  If you or a ...

Support, Today we noticed that when entering in a payment for a check and choosing the Payment Type Check with no Payment Gateway selected we get the following error: Cannot save values for NameOnCard. Field 'NameOnCard' allows a maximum of 41 characters, whereas you've entered 44 characters.Additional InformationAction Sequence ...

Just curious if Method has experienced any issues with integrating with QB 2014?  I have attempted to sync an invoice created in Method and it doesn't appear to sync to QB.  Any ideas? Thanks, Joey

I have customized a new "Customer List" for my "Customers" tab. Instead of using the "Contacts" table, I am using the "Customers" table. I have done this in order to be able to make changes directly from the Customer List. My only problem is that we still want to be able to search for all contacts not ...

I spent 11 years working in capital markets, as an arbitrageur and market maker at the Chicago Board of Trade (CBOT).  It was a wonderful experience that taught me a tremendous amount about markets and myself.  Since then, I have become Director of Finance at Method, which I thought would be a large departure from my former life. ...

Also for the field "Vendor Rating" that I am going to add in......since the value is going to be a %, what field type would i use?   Decimal and then change the formatting to show it in %?

Hi David, Looking into this further, creating the report would be quite simple since you're not using the PDF version of it and instead are just making a CSV.  Then, for your Generate report action, be sure to set the Report Type as CSV.  That will create the report as a file you can load into Excel.  The action result can ...

Great instructions Jason!  Can you show me instructions for how to place the action into the select grid link?   I dont think I have ever seen the select grid link options before, not even sure where to go to find it. Also, the next step of my project is this...... I already have 2 fields called "RMA Count" and ...

I searched the forum but (surprisingly) couldn't find anything on this issue. Anyway, how do I apply a company logo and specifically formatted text to an email signature? Is that possible?

I have added a documents section to a test vendor’s screen in order to test linking brochures from preferred vendors to estimates and possibly purchase orders. Uploading works fine. How is the document then “attached” to a transaction? Is it simply by using the ‘Link an existing document’ set of actions on the ...