Method Community

Hi Todd, [quote user="Todd"]Is there a way to set up some basic packages then assign them to clients or do you copy similar clients.[/quote]Please correct me if I'm not understanding you correctly but from what it sounds like you want to setup different types of packages/services and be able to assign them to clients/jobs. If so ...

John, My stock screen on this end is working.  Can we take this offline?  If you email me your Method account and enable Method Support, I can take a look at your screen and hopefully get to the root of the issue. - Adam a.lyons@methodintegration.com

My business is such that all of my invoicing is done to subcustomers in Quickbooks.  So far, I've been doing all the invoicing myself starting in Quickbooks.  Most of my customers were originally created in Method, showed up in Quickbooks, and at the time of invoicing I created a sub-customer in Quickbooks. I've now hired a ...

John, I can't seem to replicate this.  Could you try logging out and logging back in again, and try on both the October and November versions?  If it occurs again, can you list the steps you took to create the error.   - Adam

I am getting the following error message when I try to link SmartVault: There was an error verifying the user: Error: 'PUBLIC' is an unexpected token. The expected token is '='. Line 1, position 15. Please help

When you're editing your template click the HTML button on the form toolbar, then insert your link using the <img> tag where you want to place it. I just tested it and it's working correctly in the received email. - Ashur

Greetings Adam, Yea I m still getting the same error message and this is from the november version.  I am using QBO as Quickbooks online.  I pretty muched moved from quickbooks desktop to online last week.   Thanks, John M

Greetings, Now i get the follwoing erro message: Icant get into the job costing at all now. November version.  Action Sequence:2 Unable To locate Field for Retrieve Value From Screen. Please check your actions and ensure the selected field exists on screen. Please contact the app developer. John M

John - This has been fixed and is working now.  - Adam

John - I got this error as well.  I've put in a ticket with our team.  I'll update you when it's fixed. - Adam