Method Community

Hello forum, I have created templates to use on my campaigns. My campaigns are just emails with information about information needed for our firm during tax season. What I am seeing when i have been testing my emails are the FROM section has a long format like this: Kitty A Walker [cj@cjspadycpa.com]; on behalf of; Kitty A Walker ...

Thanks for letting know. Sorry for the inconvenience. Paul

Yes!  This works now.  Thank you for such a speedy resolution!

PMA - can you check now? Looks like the sync hit a snag with an appointment that was setup in Google as an All-Day event, and then edited in Method to be a non-all-day event.  I think this is now working okay now. Can you reply back to confirm? Thanks, Paul

Looking into it.....might have a quick solution..... Paul

My activities in Method no longer sync to my Google calendar - they did at one time.  The last sync was 12/29.  I have checked my profile to ensure it is turned on.  I have done a manual sync.  I have made sure the activity type syncs. I have opened my Method account, Google calendar and QuickBooks all at the same time.  I ...

Hi Karen, Any other users who connect to that QuickBooks file and use Method will need the Method Integration Engine installed on their PC's so that changes made in QuickBooks sync automatically to the web. Check out our Initial Setup Guide for more information. - Ashur

Hi mlwells, If you're going to use a different QuickBooks file then you will need to create a new Method account. In order to keep your data you would need to either re-enter it in your new account, or export it from your current account then import it into your new account, however this won't be easy as it is a flat file import ...

Hi all, I have a question about syncing. I have a client that has QuickBooks installed on a virtual PC and two other desktops.  The data file lives on the virtual PC.  I just was on the phone with Adam in support and, in addition to being extremely helpful, said that the QuickBooks file always needs to be open on the virtual PC ...

Mario, You could use the "Assign value to action result" and "Enter Value Into Field on Screen" actions to save the fields you want to save into action results, then enter them back into the fields.  All of these actions could be assigned to a button.  Just make sure to clear the screen in between the "Assign ...