Method Community

HI, SO - I know I have spoken to someone about his, but I have to individual create my listbuilder everytime and it can take me up to an 1hour! I know I can export the list before sending it out, this way I have what I have sent out. The question is: Can I UPLOAD that excel list if I want to use that same list again and again??? PLease tell me ...

Hi Ashur, Thanks for the quick response on this. The MethodPUSH updating issue is clear, and I'm fine with that. I have used the Class fields in other types of transactions, as you allude to, and they work fine there.  My problem is that for the Class of the ReceivePaymentDiscount, I cannot find a related field in any table that I can ...

Bart, I took a look and tried to replicate your setup on my account and still can't replicate the issue.   Since it's a custom table and screen, you'll have to speak to a consultant to try and debug this issue. If there is found to be an error or issue with Method you will not be charged.  If you would like to ...

Hi Rolf, Updating or inserting records in a table doesn't cause a sync to occur, the Save All Sections action uses Method PUSH technology to send any changes to QuickBooks, so that's why when you click Save you see the information update in QB. The Update field in table and Insert Records into Table actions do not do ...

Any updates on this? The same thing is also happenign to Sales Tax Codes, where for some customers I now have different codes for different subaccounts - which, again, is not possible to do in QuickBooks but is showing up in Method. This is causing major issues and should not happen.  I need this fixed ASAP - please suggest a course of ...

Hi taurusgardening, In order to add the Customer phone number to the Route List template you would first need to add the customer phone number into the Activity table as a linked field, then edit the Route List template and drag the linked field onto the template. Check out the following post for more details: ...

Bart, I've done some testing but I can't seem to replicate this.  Could you turn on MethodSupport and then email me your account name and the screen that is doing this?  I'd like to test how you have it setup. - Adam

Hi rcclarkcpa, Currently the only way to attach a file to an outgoing email in Method is to create a screen based off the DocumentLibrary table, and even then it's a little tricky. There's no way to implement this on the List Builder screen or any other screen that allows you to send emails by default. You'll have to end up creating ...

Hi  I'm trying to get my contacts(client) phone number to appear on the routelist report by inserting it in the Report Designer but I am unable to find the Phone number field that corresponds to the contact details held.  I can't seem to get a value to show up when I use ContactPhoneNumber or ContactPhone fields... other fields ...

I want to use Method to send out a newsletter to my client list, but I don't see where/how to attach a file of any type.