Method Community

I am trying to create a grid that shows all transactions for a single customer. Every job we do for a customer we create a sub job of the parent. This means we have to select each sub job to view all of a customers invoices. So the only common thing they have is the parent name. I figured a could create a grid using the Transaction table and ...

Hi Andy, I know that Gmail has been very slow lately. There have been reports of it from Google. Here is an article I found about it. Are you using Gmail? If so, can you test with a different email provider? There are no BCC limitations on the basic CRM, it should work the same as Method CRM Pro.  Jason

Is there a limitation on using the BCC field with the standard CRM? I'm working on an account and the BCC won't send using either the field from the template or entering the address directly on the send email action.

Hi Wildliferemoval, There are some great examples of this being done from some of the existing stock Method Screens, I have a forum post here should help pinpoint how to setup these actions.  In this example, from the Estimate screen, when you click the "More Actions" button at the bottom of the screen, you have the option to ...

Adrian, We still haven't received an email from you with the CompanyAccount Name you login with (please email this to support@methodintegration.com ), this would be required for us to look into your account further.  Also, when you send this email, I would suggest sending us the copy of the original, unaltered file you ...

I am having some issues with my dispatch not getting all the customers information and I can't figure out how to get this custom button to work properly.  An example of what I'm talking about. A new lead calls so dispatch goes to the leads tab and clicks new lead. We do not get all their info upfront because new leads are calling ...

Kbquinn, At this point, I am not completely sure if Method just isn't accessing these fields from QuickBooks because it has not yet been setup, or if this is a Quickbooks SDK limitation.  Either way, unfortunately at this time, Method does not have the ability to sync with these other alternative ...

Hi David, Considering your needs, Scheduled Reports may not be the best course of action.  I believe you might be better off using the Report Designer and the Generate Report action to get your desired results. I haven't done this myself just yet, but you can create a report similar to the QuickBooks report in the Report Designer. ...

The support user is active, I have corrected them via the inport /export. I can reimport the old export if required to help resolve this.

Adrian, I have been trying to replicate this in my own account, but am unable to get this odd behaviour to occur.  Would you be able to turn on MethodSupport in in your account so we can take a quick look to see this first hand?  This can be done by going to Customize-Users, and in the "Edit an existing User" area make ...