Method Community

David - The field name for the Vendor contact is Contact. So if you utilize this as a merge field for your email template, you should type it out as Vendor.Contact. Again, to get a better understanding of the names of fields in tables and the data stored within them, Mary's suggestion is the best answer. Simply export the appropriate ...

Thanks for the awesome response Mary! David - You can look into merge fields which grab data from a particular field in a table. For example, using the Customer.FirstName merge field will display the appropriate customers first name in the email in place of that merge field. Customer representing the table, and FirstName representing the value ...

Hi Brian, Are you referring to the Report Designer? Does this happen every time you try to open a report? What about opening stock reports? If this is something you can replicate please call Support to troubleshoot: 1-888-925-6238, select option 2 for Free Support. - Ashur

David,  This email template is sent out in two places. First, from the Customers>Receive Payment screen. It won't be emailed to all contacts, only the contact that is specified on screen (in this case... me!). Also, the email will only be sent if Email payment notification when saving? is checked.  See my ...

Hi! This is Jason from the support team, and today I’m going to talk about how to customize price levels! "Price levels" is a feature in QuickBooks Desktop that allows you to set custom pricing for different customers or jobs.  I have found that many users ask me how to use price levels in Method, and I tell them that ...

Hi David, Unfortunately, there is no way to automate the sending out of the overdue balance notificiation.  These must be sent out by a Method user when they click an event (a button for example).  You can see this post for a more detailed discussion.  In the post, Jason mentions that you can use the Listbuilder to send out ...

Hey DavidD, You can do something like this by writing up the code in HTML, you can edit the template code by clicking the HTML button on the toolbar. Perform a quick search online for assistance on getting this done. I found an example that may help but it isn't exactly what you're looking for. Remember to use your actual portal URL in ...

Jason, thanks. After reading this I amended the actions to work on the rate rather than the amount. All seems to be working now for per item and fixed percentage price levels.

Hi DavidD- The easiest way I know to find out what the field name is for any particular piece of information is to export that table and see the data in each column.  The column header is the field name.  Go to the Customize tab and click on Integration Tools, to find the Import/Export tools.  Just viewing the list of field names ...

I want to add the name of the contact from a customer, to which the email is being sent, to the email template for estimates and invoices.  What is the field name called?   Also, what is the field name called for the vendor contact?  I want to do the same with the purchase order email template i created.