Method Community

just created a new customer and invoice for that customer in qb online but it is not showing up in Method. is there something that I am not doing correctly?

Hi handcrafted, Unfortunately we do not have any e-signing integration via the API....and it does not exist anywhere in method. I have put in a development ticket for a future method release Dave

Rolf, I'll try to recreate the problem so that we can get a resolution out for you.  What's the name of one of your screens and roughly how many copies have you made of it? ~C

On the New Activity Screen it can be difficult to read an email body. Try clicking on the html editor full screen icon. This will enable you to see the entire email body.

Hi Chad, I also have screens which delete properly as you have described. However, I have multiple copiies from different dates of  a large and highly modified customer screen.  Sometimes they'll delete within a few minutes.  Usually though, the delete message popup is still on the screen after as much as 15 minutes, which is ...

[quote user="Blake C"]Anyone found a way of doing this in Method right now?[/quote] Out of the box we don't support this so you would need to customize the solution.  I think this change might be a bit tricky since your assignedto field in the activity table is linked to the users - username field.  Because of that ...

I was wondering if the Google calendar will support multiple calendars? I have multiple work crews there they each have only one calendar with there schedule, but I have them all in one screen to be able to assign tasks to each crew. How would that translate with the Google Calendar integration?

That's good news! It's not exactly what I had in mind, but I may be able to use this new feature in a creative manner to get really close and keep from having to write and maintain something custom. Thanks again!

Blake - while it is not available now, we'll soon be syncing with Google Calendar. This will come out on the next version of Method, later this month. See here: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=How-Google-Calendar-sync-works&id=214 Now, I don't know if it's going to solve your problem, ...

Hi - this is the area that I got messed up I think: Please take note that the action relies on the logged in user being assigned as a sales rep so the initials are available from the session.  There are 2 places you need to make this change: Click the tab group drop down to the left of your username and switch this ...