Method Community

Noel's answer is correct but if you find yourself constantly changing who is Opted in or Out - another approach would require customization (which could be involved) but would get you more flexible results.   Add a listing of contacts for specific customer estimate is for. Choose who you want to email document to. Adjust email ...

Matt, I changed the Transaction History value to ALL then triggered a full sync and the paid invoices are still not in the Customer screen Transaction tab.  So that didn't fix it.  QB shows the Invoices but Method does not.  I exported all Invoice rows and they are not in the export.  Looks like a bug in the MIE to me. ...

MikeB - It would likely help if you could turn on the MethodSupport User for your account, then email me your Company Account name and contact details.  To turn on the Support User, login to Method, then go to Customize->Users, locate the Method Support User in the 2nd section of this screen, and make sure there is a checkmark in the ...

Hi Adam, Yes when I go into CRM , hit the Customer Tab, and use the Existing Customers and Contacts.  I click on the Go To for a Contact which is the main contact for the customer.  No title shows up in the Rep / Type / Title column.  It goes to the Edit screen.  I select the contact tab for this customer and the contact ...

This would be a great feature to add.  When writing an email you have to click the spell check button.  This should be automatic like other email providers.

Thanks for your reply. I began using a different form thinking that it may solve the problem, but I was still recieving errors as of 8/11/15. When I attempting to use the form CollectBillingInfo @ Justin this morning it worked! I'm not sure if you did something to fix the FullName problem that I was encountering before or if this issue ...

Yes, the terms Gmail Gadget and Google gadget can be used interchangeably.  Since we're talking about Gmail, I prefer to use Gmail gadget. And yes, in both cases when you receive the incoming email you can then add them to Method using the gadget.  There is documentation on the Gmail Gadget on our Help Centre. - Adam

Dave- As discussed via email, the web form on your website is not working but that code itself works, I tested the code that you emailed me that is straight from Method and it worked as it should. We only support the code that is directly generated from Method outside of that there are too many variables that we cannot support. -Michael

I was going to add, maybe forget the email address as I can understand that contraint, but since Method can already push the Activity Type + "for" + Contact + ", " + Contact Phone into the event title, maybe give us the option to put in our own event title instead via a separate field. Thanks for putting this in as a feature ...

Well it didn't update the screens.  I've log-in and out several times since Sunday, including closing all the browers.  Both the Bill and BillPayment screens are listed as "Method CRM Pro for QB Desktop"; however, the last modified dates are 09/29/09 and 10/01/09, respectively.  If these screens ...