Method Community

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.

I've finally gotten around to doing this, and have it working.  There are few glitches though.  I've implemented it by updating the discount fields of the ReceivePaymentAppliedToTxn table entry for the associated Receive Payment, as suggested.  This doesn't, however, appear to pass the discount info on to quickbooks ...

Are you setting these appointments up in Outlook?  Outlook will default to 12am - 12pm for all day events. If you are using the Outlook gadget, this may be why Method sends the email out at close to midnight.  You can change those defaults.  I set up an all day event from 9 - 5 and it was synced to Method as an activity ...

Hey, I read the Reminders blog. I learned something new, though it didn't help me with my problem. So, I don't care if it's an hour or 15 minutes before the appointment start time..as long as it's not when some people are sleeping. It looks like it doesn't matter when I set the Due On date. As long as the All Day ...

Maia, I don't believe you can change when a reminder email is sent.  The default is 15 minutes before the activity is due (according to the Due On date and time).  How are your appointments created?  What is the Due On time for these appointments?  You may be able to set this to an hour by setting the Due On time to ...

Everytime an employee is scheduled for an all-day appointment, they get an e-mail reminder at midnight. This isn't very useful as a reminder and its waking people up sometimes because their phone buzzes. How do I set it up so they get the alert 1 hour before they start work that day instead? Or is that possible? Thanks!