Method Community

Hi Suzanne, You will have to edit the "Save & Email" button of the screen to attach the estimate to the email.  First you'll need to add the 'Generate Report' action to the Save & Email button before the Send Email action.  This will create a pdf of the estimate (same as print preview) and ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Screen Tags - The new "Tag" field has been added to the Customer List, Lead List as well as the Contacts grids in the Edit Customer and Edit Lead screens. This will continue to be ...

No. All items in general have a tax code assigned to them (or I suppose they could be blank). When doing an order, QB/Method applies the customer's correct tax code to all items, overriding any existing/default/blank ones. The problem I'm having is that this does not happen for an item group.

In the "Assigned to:" filter section of the calendar screens, how can you modify the screen so that ex-employees no longer show up?  I have the ex-epmployees Inactive but I haven't found a way to modify the Filter Section so that they won't show up in this section.

I tried to search for this one, thinking someone would have asked, but I couldn't find it. So forgive me if I missed it. Previously I asked about sending an email based on an action such as checking a box. That's a built-in Advanced function. Can I do the same with a task? I can't seem to find that option. So the process would go as ...

Thank you, Ashur. I know of the Send Email action, I just want to fully understand how to use it. Right now I would like to be able to email a specific user, not just type in an email address. I just want to understand all the syntax of the myriad of choices when picking what each email field does and from where it pulls ...

Apologies, please disregard my last post it wasn't meant to be posted here, multi-tasking gone wrong  So from what I understand you have a custom tax group setup called "G" for your Group Items and when the transaction is synced to QB you'll need to correct it manually? - Ashur

So you're saying Method cannot be used to process orders that may contain "package" items. They will be transferred into QB with a single (default) incorrect tax codes? Please confirm.

Hi MikeB, I believe there is a limitation with Group Items when it comes to the QB SDK. It only supports new additions, but not modifications, which means you can add a new group with items but once its added you cannot edit it through Method CRM. - Ashur

Hello All! Our company uses a grid on our estimates page in order to display all of the item numbers/ descriptions / Quantity and the like a customer is interested in. For each client our sales reps will use this unique grid that saves what the customer is purchasing and all of its details. I am attempting to set up an item survey tool on ...