Method Community

Unfortunately, there is no way to edit that grid to show only active users.  We do plan on making improvements to the calendar object in the future, but I have no ETA on when that might be. You should be able to delete inactive employees. Are you not able to do this? - Adam

Hi Maia, First off, I highly recommend trying to do this on the Quickbooks end of things. The reason I say this is because trying to do this through Method would be incredibly complicated.  Aside from matching the tables (difficult and time consuming in its own right), making sure transactions id's and list id's match up ...

Hello Bryan, I responded to you by email earlier with the below response. If you're still experiencing an issue please respond back to that email. We haven't changed anything on our end and there have not been any reported issues regarding emails being sent from Method. The error message you're receiving states that your mail ...

Hi! My company has decided to make the switch from Quickbooks online to quickbooks desktop (enterprise to be exact). Unfortunately, as any one who has ever had to do this may know, it is not easy to on the quickbooks side of things. Luckily....method to the rescue! So essentially instead of using Quickbooks export, convert, import mess ...

One thing you could do is create users that can't sign in and call them "Training Room" or "Sales Calendar" and assign activities to those users.  You might be limited in that you can only assign one resource, so you wouldn't be able to additionally assign a user that booked that particular resource ...

Hey everyone, Are you guys currently having any issue with your email servers or have you recently made changes? As of saturday, we have not been able to send any emails from Method. We keep getting this error: Email Send Failure Alert The following email failed to send. Mail Server remote.icleanpools.com Response ...

Hi Mike, Can we schedule a phone call and screen sharing session please? Email me times when you will be available, as well as the best number to reach you on, and also please ensure that the MethodSupport user is Active. - Ashur

It would be almost the same as a follow up.  You can store the information you need (the name of the Lead and any associated info) into action results when the checkbox is checked using 'Retrieve Value from Screen' action.  Then on the save button, you can insert a record into the activity table to create the task, ...

Hi theavspecialist, Leads don't sync to QuickBooks so I'm not sure why you're receiving this message. Are you sure this lead hasn't been converted into a Customer? Even so you should be able to edit just the email address without receiving a conditional warning. Try this, go to Customize > Tables/Fields > click on the ...

In QB item list, there is no tax item applied to the group. Also in the item list, each item has a "G" tax code (GST only). However, when I select the group for an invoice in QB, the grouped item name is shown, and then the items are shown with the correct tax code for the customer (in this case, "H"). In Method, the group ...