Method Community

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 ...

Problem there is, as there is no linkage between sales order # and invoice #, this just creates a more complex scenario rather than a simpler one. This is what we're doing with sales order #'s and purchase order #'s with no problem, and would work just fine for customers with only a couple of invoices... trying to think long-game here. ...

I set up a scheduled report in Method - very simple - just a Sales by Customer Summary report - no filters.  When I try to run it I get the following message.   I tried doing the steps that it recommends, but still getting the message.  What can I do to get this report to run? Thanks! Karen

How about creating a grid with your fields you want to show.?  From there you can narrow it down from customer, then invoice number.   The other thing that could be happening is qbo might not allow method to get the data you need.  Not sure but somone from method will know. Just a idea.