Method Community

Hi Cameron, You can check the Audit Trail under QuickBooks > Audit Trail in Method, if you'd like to look something up. If you want it in email, you could add a Send Email action to the Save function on your screens. You'd most likely want to build the body of your email into an Action Result using the Character ...

Hi Marcelo, You would need to add an Email field to the Invoice table, much like the address fields that are already there.  Then you can update the actions to retrieve the email from the customer and put it on the invoice screen.  You can find the existing address actions by clicking edit on the Customer dropdown. The address ...

Nick, I lied.  I was able to re-create this by deleting it from the contact record specifically.  It seems that somehow we're making this a required field when saving the contact. I'll put in a ticket to the team to get to the bottom of this. - Adam

Samy, Not sure if you received my email response but ill copy my reply here for visibility just in case. I created a copy of the screen to take a look at the actions and Im noticing you have 2 Generate Report actions. One on the Button, and one OnScreenLoad. Was this intentional? The OnScreenLoad generation is causing the error message to ...

Hi Matt, Please go ahead and email me the account information so that I can check our logs for any errors. It would also help if you can provide me with a timeframe to search within. Regarding the missing field errors; I believe the API will check for missing fields prior to validating your credentials. At least that's what I'm seeing on ...

Hi MikeB, My apologies for the lengthy response time on this one. More than happy to help out! Definitely a strange Issue here. Would you be able to email be at <b.hargreaves@method.me> with; The Account Name/Screen you have this report displaying The Name of the Report thats having issues for you Ill take a look at both of ...

Hi Jonathan, If wish to email me the account name and the screen this is happening on (and enable MethodSupport) I can have a look. Though saying that, if its only happening for a couple of users, I have a feeling I won't be able to replicate it. I'll give it a go anyways.  I'm also wondering if the screen is fully loaded when ...

Hey Shively, There is still no Method Gmail gadget for iOS or Android but our new version of Method is very mobile friendly which you can use your mobile browser to explore Method. You can try Method's new interface by getting in touch with your Method account manager or Success Coach and having them give you access to ...

Hey, I would start by looking at the condition block for "If Email payment notification template is checked ..." But if this error started happening after you added the new condition statement block it maybe due to where you listed the condition statements. Listed you should see an existing Condition Statement block: ...

Hi Eliza, Please go to Customize > Users in Method and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know your Company Account Name, as well as the name of the dropdown ...