Method Community

Greetings, If you have field services, or Schedual and invoices, there is a button called "email workorder" and you could study how this works.  Method creates a report called Generate Report, then saves that as a action result. in my case its a PDF work order. below that is the  Send Email>Attachment, that generate ...

If I divide a customer into 2 sub-customers, could this be a work-around.  The main customer and 1 sub customer would belong to user1, the other sub-customer to user 2.  The contacts within that customer could be assigned to each of the sub-customers.  could this work? You can have sub-customers of sub-customers both in ...

Greetings, I have had issues like this before, I did two full syncs and it worked.  Have you tried that? Also, check the for any conflicts.  If there are any it could backlog your invoices from moving over.  I dont work for method, i use the program alot.  John M

Greetings, In my line of business i have to keep track of the pesticides to the county i work in.  Lets say I  need Round up, PH adjuster and weed preventer.  All these are items in quickbooks.   Is there a way to choose Round up as a line item then the PH adjuster and weed preventer would be added as new line itmes? I use ...

We have an issues where sales orders (ie. invoices) are created in Method and (not all the time) do not reside in QB as pending invoices, but are in QB as invoices that are "Marked as Final". I do not believe there is a setting in Method that does this and I am not sure why this is happening, but it's a significant problem since ...

Right now this isn’t possible.  If you need two users to be able to access a customer you can give them access to each other’s customers.  This option would require you to change some setting at Step 6 of 10 "Access to Shared Record".  

Could anyone help me and let me know exactly how to use the attachment field in the "Send Email" action? Thank you.

Hi Matt, I see the problem you are referring to....I'll let you know when the fix is available Dave

nevermind, figured it out. regarding my 2nd question--is there a way assign a customer to mulitple users?

Thank you.  I created an employee for this sales rep, linked him in step 1 of 10, have set the right filters and checked the right boxes in step 6 of 10, and when I login to his account, he can still see all records.  Please help.