Method Community

Hi Annette, There is no way to disable a portal.  Are the customers being sent emails with the portal link in them from Method?  If so, you could find the email template being used under the tab Home > Email Templates, and alter the template to remove the link to the portal.  The Invoice Notification template has such a ...

Hello, I was wondering if this had been changed and the portal can be disabled entirely. I have a client who does not want to use it at all. He wants to send PDF invoices as he has done in the past from QuickBooks.  I understand the why's of this, but he still does not want his customers receiving the link at all. I considered the ...

[quote user="Method_Valbon"]Hourly items are based on Billable AND Approved. The part you may be missing is the approved.[/quote] In the example, I was saving and approving the time tracking entries, I should have mentioned that. So, this is not the issue. [quote user="Method_Valbon"]If that does not help, try running a sync ...

Hi Matt, Hourly items are based on Billable AND Approved. The part you may be missing is the approved. If that does not help, try running a sync as we may rely on QB to get the updated Qty to be invoiced (it is calcualted there and sent back to us...I think). [quote user="Matt"]In the Recaulculate button actions (On the bidget/Contract ...

Ashur Thanks for the info.

Hey Mark, Got an update for you: We have nothing setup to revert back to a non-tenant account. If the client wanted this done it would be very manual with a good chance for error. We also need to consider what would happen to customizations, since in a regular account tenantid is 1 for everything, but you could have setup a ...

I'm not sure that the Accum B-Qty is being calculated correctly and here is an example to show why: Create an item that is an hourly charge. Create a time tracking entry for say 8 hrs. Create an invoice for the 8 hours. Add another time tracking entry for 4hrs. Try to create an invoice. Since the 4 hours to be invoiced is less than the 8 ...

Is there any other field on your screen where only the SO number's are being stored? If not then no, there's no way through actions you can pull a number from an Email Body because there would be no real 'value type' we can look for, and even then we wouldn't be able to separate it from the rest of the body. However, depending ...

Could you give me the exact name of the email field you are using?  From which stock screen are you copying the custom screen off of? The work order screen is based off of the activity table and not the customer table.  The activity table has a field called “contact email”.  This is different from the customer email. ...

I am using a standard field "e-mail" from the customer table - it is listed as an available field in the work order screen.  I moved the field into the screen.  The field is showing up on the screen.  When I am testing a  work order enter with a customer I have made sure has and e-mail addressed enter.  The ...