Method Community

Mike,  I was a bit mistaken with my previous post.  You can create the Help Centre like structure from Knowledge Base tool under Customization > Integration Tools.  You won't however, be able to keep this internal.  We have an internal feature request in place, but I can't give much of a timeline as far ...

Hi Denice, What screens are you trying to load?  I'm not experiencing much slow down on my end.   - Adam

Thanks Dave, that did the trick. How do I include more than one attachment?

Let me add-on to my previous post. Technically you CAN customize your invoice screen to include a Payment & Info section at the bottom of the screen, however when it comes down to updating/retrieving payment information, Method does not store any of this data anywhere; so when you enter the payment info on the customer screen and click Save, ...

Neil, John's post above would be the way to do it.   John - Thanks for the quick post.  :) - Adam

I am having some issues with my invoicing and tax: 1) The tax is not transferring from the work order to the invoice 2) There are 2 different invoice screens           a) One created from the work order           b) One created from the customer screen 3) Tax not ...

Hi Matt, This should be fixed....simple C# examples below lblMethodAPIActionSendEmail.Text = MethodAPI.MethodAPIActionSendEmail(CompanyAccount, Login, Password, To, FromAddress, FromName, "", "", Subject, Body, "", "http://www.methodintegration.com/documentation/MethodInitialSetupGuide.pdf", ...

Hi Shane, No what you're looking for can't be done, reason being those two screens (QuickBooks_Invoice and CRM_EditCustomer) are based off of different tables; the Invoice table and the Customer table. - Ashur

The system is running really slow.  Is anyone else experiencing this? It is taking forever for our screens to load. Denice

Hi Janet, You cannot delete an original screen.  The edit activity screen is really the new activity screen, called CRM_NewActivity.  It will be in your list of screens. - Adam