Method Community

We received this email from a user -  What field do I have to add to the web-form to take the user right to the opportunity like in your standard forms. I'd like them not to have to navigate to the opportunity through multiple steps. Dan,  Unfortunately, I don't believe this can be done in a web form ...

Thanks again Jason!  Good info

Hello. I am in the midst of converting and importing data from a legacy Quicikbooks Customer Manager implementation to Method and have a question about merging data. I was able to get out a huge list of prospects converted to Customer Lead's in Method using a mix of standard Method fields and custom fields. The issue I am ...

Yes I believe that I am trying to open the stock reports.  I click open and choose one of the reports listed and I get that error. If I click New report and create a report and then save it I also see that in the list when I click open and I am able to open that report but it's the only one. Thanks, Brian

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 ...