Method Community

Hi Victoria,  There is a checkbox within the Edit Case screen in Method called Email Case notification to contact when saving. If this is unchecked then the related contact will not get notified by email. If this checkbox is checked however there is an option within the Google Gadget to override this setting and stop the notification email ...

To my knowledge, I haven't deleted any of the stock fields or tables. I did have a couple of Custom Fields in my QBooks (that I hadn't actually populated for any Customer) that came over to Method and that I deleted. I don't see the same Advanced Screen Properties that you show. The last thing on that window for me is the Shortcut ...

No not any custom screens involved.   I have the codes and rates set up and synced via Quickbooks and all customers coded as Taxable.  I have a simple item selection via payment gateway online and would like for the amount the customer is prompted to pay when entering their CC info to be the Item+tax amount that calculates when I ...

Just so that I understand correctly, it looks like the csv file you have provided has three different categories, and within those categories are multiple options. Yes, correct, three categories with multiple options for each So a 'contact' would have all three of those categories, and within each, a number of different options can be ...

Hi Jonsturm34, Can you clarify, where do you have the tax rates /codes and calculations set up? For example are they part of a custom screen? The API cannot run actions on a screen since they are independent of each other. Dave  

Hello thepostingboard, Just so that I understand correctly, it looks like the csv file you have provided has three different categories, and within those categories are multiple options. So a 'contact' would have all three of those categories, and within each, a number of different options can be selected. Is this correct? Before you ...

I want to be able to associate an email with an existing case from Gmail.  However, doing so triggers an automatic email to the client with the case update email.  Where do I turn that off?  (Or can I?)

Hi, I am using your 30 day free trial but currently have an account using Salesforce as my CRM. Many of my current fields in SF are multiselect options. Your program does not offer that. Could you tell me how I would intragrate my current database with your program. I thought maybe check boxes but Im not sure how to convert my file for ...

Hi Dave,  I understand your question more clearly now. We currently do not have a webinar that specifically addresses how to view transaction details by the account number. In order to accomplish this you will have to build a new screen through the Customize > Screens tab link. Base the screen off the Transactions table. From here ...

Hi ubiquitas, The Customer table in Method already has a Notes field available to which you can import your Notes. Please note that that the maximum number of character for the Notes field is 4095. During the import process you will need to link to this field. All entries in the Notes field in method in automatically ...