Method Community

I'm trying to find a way to keep Vendor contact info out of the contact list for my sales staff. They currently don't have access to the Vendors Tab, but Vendor information still shows from the Contact dropdown menu when adding a New Activity/Log Call/New Task/New Appointment, etc. Is there a way to prevent this or filter it out? I would ...

I need to be able to fill in data in a field and have it autofill that information in same field but on another screen.  So that the fields essentially sync. For example I have a field called billing email on my customer screen.  But when I pull that customer up in an invoice I need it to populate billing email field on invoice with ...

I need assistance viewing the webinars for report building.  I'm on a mac and can't get it to work.  I've installed the latest codecs and updated to the latest version of Flip4Mac, VLC, and Quicktime players.  I can get audio to work in VLC and Flip Player but no video.  Any suggestions?

Thanks for the assistance Ashur. I have done as requested and the results are the same. The images show up in the template correctly but the test email does not show them. The following is the <img> tag code I used in the template: <img src="http://www.pjcbusinessconsulting.com/images/PBYLogo.jpg" alt="Paradise Backyards ...

Hi, It appears the SmartVault site is down for maintenance.  This is likely the reason you can't authorize your account.  I would keep checking the SmartVault site for updates.  When they are back, you should be able to set it up. - Adam

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