Method Community

Hi Botanica, I see that you have already reached out to our online chat and they have provided you with the next steps. This would require a bit of customization to achieve the desired result.  -Inder

Hello -  I would like to format the TxnDate of a sales order in an email template.  I've added two functions to my email button on my sales order screen.  A date function to format TxnDate and store in FTxnDate: https://imgur.com/XDXLVNY.png And a character function to replace TxnDate ...

The following updates are now live for users of Method. Bug fixes QBO US - Fix an issue where custom fields are not syncing when added in Advanced version. Regards, Laks.

The following updates are now live for users of Method. Bug fixes Fix an issue where certain tags are not getting attached to entities/transactions. Regards, Laks.

The following updates are now live for users of Method. Bug fixes Fix an issue where certain fields are not visible in Customer, Vendor, Employee and Othername tables. Fix an issue where sync engine is not disconnected for inactive accounts. Regards, Laks.

The following updates are now live for users of Method. Bug fixes Fix an issue where Search is failing on Bills and Purchase Orders. Fix an issue where Sales transactions are not syncing with Shipping rate for QBO Australia. Fix an issue where Merging an entity is throwing an error. Fix an issue where sync is aborting when Bill ...

Agree this would be a nice feature. I have worked with other CRMs that allow you to bcc your CRM account with emails to create a record. 

Not sure I understand the question entirely but as I understand it Method was built like Quickbooks was built. Entity and Contact are not separate things. The primary contact is a field within the record for an entity. Method doea add the ability to add in additional contacts but that doesn't really change anything. For jobs, jobs are just ...

Or they could just let us use other cloud storage like Dropbox, OneDrive, Google Drive like other systems do...but...this would make the software more useful. We have a rule to not store any documents in Method.

Hello Aswani, Looks like you are having issues with customization. Please find below our related help articles that might help you in resolving this issue. https://help.method.me/en/articles/2623521-loop-through-table-action https://help.method.me/en/articles/2565958-create-short-method-url-action For further questions ...