Method Community

Hi Mike, I'll jump in. I'm not sure where exactly the problem is, but it may help to use a Conditional Warning message that is always true for troubleshooting purposes. You can put the values your trying to create into the message to make sure they are being generated correctly when you press the button. This will help you to ...

Hi David, One way you can do this is to add a Subtotal line item before the Discount line item. The Discount item will then discount the subtotal. See my screenshot below.  Let me know if this works for you! Jason

Hi Kyle,  The bad news is we don't currently integrate directly with Gravity Forms. You would have to import your leads and quote requests generated from your Gravity Form into Method manually. The good news is we have our own Web-to-lead form that does drop your leads and quote requests directly into Method. The ...

Hi Nick, A permanent fix was implemented. You shouldn't have this problem again. Thanks for your patience!  Jason

Hi Dylan,  Based on the email you sent me, it seems as though you are trying use actions to check a specified group of checkboxes from the checkbox column. In your scenario, a filter view on the grid wouldn't quite work because you would also like to see the other records that haven't been checked. One way you can ...

Hi Suzanne, I found this article that might help. Point number four says if you send the payments to your Undeposited Funds account, you can group deposits in QuickBooks to match deposits to your financial institution. Let me know if this helps! Jason

Hi Dylan, This isn't possible in the current version of Method. I might be able to find another solution for you though. What exactly are you trying to do in your customization?  Jason

Hi Dylan, This isn't possible in the current version of Method. I might be able to find another solution for you though. What exactly are you trying to do in your customization?  Jason

Hi Ben,  I have a few suggestions for you: Regenerate all of the tables the are associated with the form. To do so, go to Customize>Tables/Fields and click on Edit Fields... and then Finished Editing Fields for each table.  Go through the steps on the web form in Method and click Finish at ...

Ben,  Do you have either methodintegration.com or methodcdn.com blocked on Internet Explorer? This could cause styling issues.  Jason