Method Community

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 ...

We have some users that just use QB and others that just use Method, depending on their need for information.  Having the contacts sync in both spots is optimal for us.  We can manually enter in both spots, but I was hoping to avoid that.

Hi kbquinn, From what i can see, with some quick testing, we can sync over an Alternative Contacts "name" field for each Customer, but only if when adding this to Quickbooks, you use the contact type as "Secondary Contact".  However, this appears to be the only field from this area that will get synced over ...