Method Community

somehow i deleted the route list template, is there a way to download a new one? or can you guide me how to start a new one ? I want something very simple, customer name, address, job name, est hours.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Improved  - we’ve now released the latest and greatest changes to the activity screen which were released to QuickBooks Desktop users earlier this year. For more ...

I am a new user and I am trying to customize a screen - I can edit the headers but when I try to drag a drop a new field or move an existing one, it won't let me.  Any suggestions?

Hi dottie,  It might be helpful if you post screenshots of the actions in your 'is this a new job' checkbox object. Have you tried comparing the actions in the account that doesn't work to the actions in the account that does work? Is there a difference?  If you like, I can put you in touch with one of our ...

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 ...