Method Community

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 ...

Hi, Maybe I'm missing the obvious.  I'm trying to create some personalized email templates to use when we email customers their estimates. It's simple enough to create a new template, but when I use it the recipient gets my email notification but no estimate is attached.  Any thoughts? Thanks in advance for any ...

We received the following question from Robert by email. [quote]My question is about importing more than three Contacts per Customer. We've tried to import Customers to the Customer table and Contacts to the Contacts table but saw no primary/foreign key in which to join them. In the customer table we see a place to put in three contacts, but ...

Normally, when doing an invoice/sales order, I add individual items and when I save the order, the tax code for the customer is applied to the invoice. However, I made an item group in QuickBooks that is comprised of several items, with a default tax code of "G". When saving, the taxes applied do not readjust to reflect the taxes ...

Hi theavspecialist, We don't have any documents detailing different ways of sending emails from Method, however you can utilize the Send Email action. In order to type in HTML you would need to enable the Show in HTML editor option for the textbox field/object you'll be using. If you want to send the recipient contact details you can ...