Method Community

Hello all! Here is a break down of what I am trying to do atm. Currently when an email is sent out for a Shipping notification from my company the email is then stored on a screen called Emails Sent. I am trying to have a "Email Type" saved on the email that after it is sent from the "Shippment screen" it shows up labeled as ...

Are there any updateds to calendar loading speeds. Currently we view in week view with 4 users and about 100 appointments it takes about 60 seconds to load, entirely to slow. any suggestions

Hi parkerweb, Yes when editting a user click the Send email reminders before they are due check box on Step 3, you can get to this screen by going to Customize > Users > find the user and click Edit... on the same row as their name. You'll also need to enable Automatic Reminders in the Activity table: Customize > Tables/Fields > ...

[quote user="LaCrews"]It would be great if a document from Method's document center could be attached when sending an email from the activity screen.[/quote] Mark - we're looking into this now and will post up if it's possible.  Technically it should be possible but we're working on the solution before confirming a ...

[quote user="NeilSmellie"]Any plans to support Square Up as a payment gateway[/quote] I've just put a feature request in for my team here - I can't say if or when support will be added but I'll keep this forum updated!  I also requested Braintree at the same time since they recently launched in Canada too. ~C

I've used Debug Tracing more this week as I've been creating more customized, detailed Actions. While doing so, I noticed the tracing results just ended at a point I was expecting an INSERT action. I spent a lot of time checking the Actions on the screen to make sure things seemed good. Finally, I turned debug tracing OFF, then tried ...

Any plans to support Square Up as a payment gateway

If I create a recurring activity, does it alert the user that this activity needs to be completed?  We are developing a monthly outbound calling campaign and we want to schedule that to be done each month with reminders.  Thanks!

Having trouble with this one. I need our contacts/customers to reflect the balance and payments for all the jobs we have with them and have the total balance to be correct just as it is in quickbooks. The indivual job balances and transactions are correct, not sure if I can customize the total balance for customer without having issues later with ...

this worked. thank you!