Method Community

Hi Mike, The recommended structure for creating and keeping track of Help Desk tickets would be to utilize the Cases and Activities tabs, however customers many a time customize screens/processes to their liking. The Solutions would also be very helpful, you can post internal documents as well as published documents for users to view through the ...

I was wondering if there is a way to add the paid stamp to a customer invoice like in QB.   Is there a way to do the same thing with the stamp saying paid and including the payment date?

I had to add the sort option in myself but that worked for me. Thank you.

What is the recommended setup/structure for setting up a Help Desk ticketing process? Is it by enabling Cases and/or Solutions features? I just want somethign very simple where people could log any tech issues they experience and they could be tracked/addressed. This would currently apply to licensed Method users, but what other options ...

I am unable to include an attachment using MethodAPIActionSendEmailV2. For testing purposes, I tried using "http://www.methodintegration.com/documentation/MethodInitialSetupGuide.pdf" as the strAttachment parameter. The email is being sent fine, just no attachment included. Any ideas on what I am doing wrong?

Hi, There is a field in the InvoiceLine.Invoice called LineOrder.  You can sort the invoice items by this field.  There is a sort option when you click on the section. - Adam

Hi, You are correct, QBO does not allow to you to mark a customer as inactive or active.  As a result, Method will not allow you to mark a customer as inactive. How was this inactive customer brought into Method?  Could you also post the conflict message?  This might give us an idea of what might be happening. - ...

Greetings, I see that method for the QBD has a group function for itmes.  Does QBO ever get grouping by chance?  Thanks John M

I created a new user in my account (there are two total) and have started assigning customers to him.  However, when I log into his account he can see all records.  When the filter view for My Customers/Leads is selected, the one assigned to him appear.  When the filter for Shared is selected, all records are visible. When I set up ...

Hi Suzanne, For number 1: you can suppress those fields.  There is a field in the Property Grid called Repeat Every Page.  You'll need to select it and find this field: For number 2: If you right click properties, and click scipts, you'll see a before print field.  If you click the ... button you'll bring up the ...