Method Community

Hello David,      Most of the time, anything that does not sync over is in conflict.  On the rare occassion, I do see a transaction or customer with no conflict that will not sync.  If the bill is not in the resolve conflict list, go to QuickBooks tab group -> QuickBooks Dashboard.  There is a list called ...

Hello: I setup a trial account and have it linked to quickbook desktop and all is working well.  I setup a user for the API, checking the box to allow API access.  Using the following link as a test: https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPITableListV2 However, when executing the test, I receive an ...

Ok I made some headway and got the save and email button working on Sales Orders screen.  Only issue I am having is that whith the portal url.  I am not sure what fields to use to bring the customer to the actual Sales Order transaction.  I copied most of the button actions from Invoice and Estimates.  The customer can log in ...

When I try to add an activity from the google gadget and include attachments, it seems to always send the first attachment to Method / SmartVault without an issue. However, the other attachments don't get added. Every time I add attachments / documents through the Google gadget, I get a pop-up warning that says the following: "Failed ...

Is there a way to have the company name show up on the subject line when I create/save an activity that is then emailed to one of our salespeople?  Currently it just has [Unknown Company] You have been assigned a Follow-Up Activity #101.  It would make it much easier for the receiver to see the company name, especially since it does not ...

The easy answer to this post - (I'll answer it before I ask for a current workaround solution) is to accept the Endicia API into the METHOD suite of features.  SITUATION: I am working with a third party integration team and they are trying to help me get everything set up as much as possible prior to involving METHOD consulting - ...

I am a new Method CRM user and  would like to know how to do the following: We would like to provide our customers a chance to Opt-out of receiving marketing emails from us.  I see the link http://urlforoptout/ and I have tried it, it works.  But I would like to know how to make it appear as an unsubscribe link.  This link is ...

Hi Jason,  So what would the work around be here to associate the activity with a case?  First add the activity, then go to Activities tab in the gadget, select the one just added, and associate it with the case?  That seems rather clunky - and I'm having trouble convincing my users to do it.  Any chance that those ...

Hi Guy, I received your email today with the WorkOrder template of what you would like to do with the Customer Equipment.  I just wanted to quickly add it here, again just in case any other Method Users are following this, this should give a better idea of what you are attempting.  I will be working on this tomorrow to see how this can ...

Hi Guy, I am going to have to look into this a bit, I haven't had much experience dealing the wtih the Customer Equipment area in Method.  Also, I have a feeling that this has to do with your other forum post, here, that we had been going back and forth with.  I must apologize, after seeing this last post from you, I went back to ...