Method Community

Greetings I use to have 2 users that can login.  Now i reduced this to one user.  I went to the following screen  Method>Customize>Users  then unchecked the User can sign in.   I then went into Method>customize>My account> then clicked on the user section. then i went from 2 users to 1 user then ...

Hello - I'm working on a customized activity screen where certain sections will not appear when creating a new activity but will appear when editing an existing activity. I can't figure out how to show these sections though since it's not a new screen and they will only appear during the editing process. I'm ...

Hi Nebo, The SpecialType can't be used for what you're thinking.  Its actually a field that sync with QuickBooks and is used to determine the main contact and alternate contact for the Customer.  In QuickBooks, each customer is created with a main contact and you also have the option for an alternate contact.  This field is ...

Hello, and welcome to another Method Integration Blog post written by your friendly neighborhood Errol! There are a lot of things I want to talk about, mostly geared towards the videos I’m making, but first I shall show you a picture of me with Phuong and Jason because you may be thinking all I ever do is take pictures of myself with ...

Jason, I followed your instructions but this hasnt helped the issue.  I sent out an estimate today with 19 line items and again the blank page showed up on page 1.  Can you or someone else do some digging and find a solution?   This blank page makes us look crappy to our customers.  Thanks

Hi there,    We want to use leads for potential customers, since it is easy to convert them to customers from there. The problem is that we have more types of customers that we need to distinguish (sice we have leads that are converted to Vendors as well. I saw the field for SpecialType that could be perfect for it. I've somehow ...

Andy,  We don't have any written documentation. However, you can take a look at how our stock Customer List screen works to get an idea of how you can implement something similar. The image below is from the Advanced Properties of the Name field in the Contacts grid. Hope this helps.  Jason 

Hi andy,  Unfortunately we do not have a list of validation and error checks at this time. I imagine there are basic checks such as, does the webform still exist, are the required fields in the table met, is the webform on the correct host, etc.  Jason

Hi Jane,  Are you having trouble installing Quickbooks, or the Method Integration Engine? If you are having trouble with Method, feel free to call us at 1-888-925-6238 and select option 2 for support. If you are having trouble installing Quickbooks, I recommend getting in touch with an Intuit support representative.  Jason

Bringing the attachments in from emails would be a huge feature to add!  I hope you do this sooner rather than later.