Method Community

Greetings Chris I dont work for method but been working with the program for 2 years.  Its a great program. I use the QBO version and there is no feature that I know of.  When you make up a invoice, Method make this invoice avalable in the customer portal all the time every time.  I have clients that use the customer portal all ...

In the method integration apps there is a check box for To be printed and to be sent.  Is there an ability to have the Let customer pay online checkbox?

Bump. Is there truly no link between the InvoiceLine or Invoice table, and the sales order number that the invoice was originally generated from? I know that the data exists in the local QB table. Anyone? I still have been unsuccessful here.

Thanks Jason.  I think i found the problem?  In my code i check it, then later in the code i say on condition uncheck it.  The output when conditioned is still coming out checked.  I have other objects on the screen acting on these conditions and they work find.   So i added a dummy checkbox and just put in the code ...

We want to add some additional dropdown lists to the New Activity screen so we can capture more information about the customer that can be sorted.  In this extra dropdown list we wanted to have values like "Warranty Concerns", "Will Buy in 30 Days", "Selling Competing Products".  I have tried copying the new ...

I think this will be a pretty common question for us moving forward.  We will want to automate the assigning of activities or tasks based on some other action in Method.  Specifically in this case we will want to assign an activity once a lead is converted to a customer.  How would we do that? Thanks, Brian

When we view an estimate in Method that was created in QBO the tax field of the line items is always blank even though the value is set in QBO and you can see the tax total in the summary. I have to go in and manually set the lines and tax states or when I try to associate with an opportunity, it will overwrite QBO with the wrong data. Nick

Why isnt the title field available in the new lead screen. It is available in the new opportunity and new contact. I cant add it to a table to have it available. Please let me know if there is a way to add because now in order to the title for a lead info has to be enetered then we have to go to edit lead then edit customer which is very time ...

A particular user gets the following message when selecting a customer and going to the Edit Customer environment for that particular customer: "Error Action Sequence Order: ERROR. There was an unspecified error loading the report. Please check your Generate Report action to ensure all filters are set up properly, and that the report ...

Great, glad you found it. Hopefully this is fixable, otherwise portal users will login to my online applications I am creating and not see their opportunity. thanks for the help!