Method Community

Brian, To get you going with this customization job, you should think about when you want this to be triggered. In this case, it may be best to trigger the activity creation when a user clicks the Convert to Customer button. If this is what you want, you should enter your actions into that button. I suggest reverse engineering some ...

Hi Nick,  I just tested this out and it seems to be working fine. Are you still having this issue? I suggest taking a look at your Items list to check if your items' tax codes are assigned correctly. You can find your lists in the Company tab in Quickbooks Online, or in the Quickbooks tab group in Method. If you are still ...

Thanks Jason!  That was the problem! :)

Hi Suzanne,  Here is an article that explains how the activities are mapped from Method to Google. The Google Calendar title will give you Method Appointment Type, Contact, and Contact Phone. If you need more information, the Method activity comments and the work order job name transfer to the Google event ...

Hi Karen,  We have seen a few issues recently when certain characters are used in the title of reports. Take out the '#' sign in the Report Name and let me know if you still get the error. We're currently working on resolving this issue. Thanks!  Jason

[quote user="DavidD"] Hey Ben, Any update on this issue?  I havent done much work with changing load actions, so I'm not sure how to fix this on my side. [/quote] Hi DavidD, I apologize for the wait on this issue. I will be looking into this this morning to see where we are on the ticket.  I will do what I can to ...

Sure, I'll check it out to see if we can narrow down the cause. - Ashur

Ashur, would it be possible to send a Word document containing some screenshots? Andy

So in the portal I have created I want the portal user to upload a picture of themselves, but I really dont need all the text and options that appear on the upload picture screen. Save and share images and files with your co-workers. Note that images are saved in your database and count towards your total database size. The ...

This is what I would do. We know that Method is transfering the sales order number to the invoice.   Knowing that, tweak the action that transfers that SO# to a field in the invoice. When that numer transfers to the invoice make that sales order number a GOTO link.  This way when the cusomer calls in about a invoice the ...