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I created fields on the new customer screen that when is this a new job is checked there is an action that locates the lastrecordID and adds 1 with the basic math and then enters the number in the job number field. This has been working fine on our other 2 accounts but for this new account that I imported the screens it is not working properly. I ...

Hi jdcard, From my understanding, the Outlook.com servers don't support Open Relay messaging, which is how Method sends emails on your behalf. Check out this Help Centre article for more info about Open Relay messaging. You can perform a quick search online, or call Outlook.com support, to confirm whether or not they in fact support it. Hope ...

Mystery solved: the failure notices are not sent using e-mail settings from our account, they are sent from methodintegration.com and are totally independent of any e-mail settings in our account. So, now I am back to trying to get my default e-mail settings to play nice with outlook.office365.com.

Web design sits at the intersection of art, technology and sales. And that’s a tough cross-roads because art is subjective, technology can be empowering while intimidating, and sales is the lifeblood of every business. Needless to say, good web-design plays a key role in a company’s brand identity and ability to drive more ...

Hi Mario,  Can you enable the MethodSupport user on your account? To do so, go to Customize>Users and press the checkbox in the Active column. Also, can you email me your company account name and a few examples of estimate numbers that are not calculating tax? Thanks.  Jason

The only problem with this is that the box you create has to be the correct dimensions for the logo because the logo will change to fit the box, not the other way around. I figured it out, but you have to find the pixel dimensions of your logo and then scale it to fit the area on the report that I am looking to fill. Then adjust the ...

I have created an estimate in Method.  It has synced with QB.  In QB, the tax appears and the QB estimate shows the sales tax.  In Method, however, the tax appears on the screen, but when I select the print preview, the sales tax is $0 and the total is the pre-tax amount.  If I bring up an estimate created in QB and then synced ...

Interesting...I had not considered that. I didn't even know that was a tool available to us. Good to know. I'll look into it. Thanks!

Hi Blake, Have you considered using the Knowledge Base?  You can set that up under Customization > Integration Tools.  This is the same tool we use to create our Help Center.  Additionally, there a number of improvements coming on this in the future. Hope this helps. Adam

We received the following question from James by email: [quote]We have set up a customer portal. We are not trying to figure out how we can assign user roles to customer contacts. We need to be able to assign a role to each client user so that when they log in via the portal they only have access to relevant data based on their ...