Method Community

 Nevermind got it working also. How do I get a confirmation to pop up to say email delivered after sending.  

I received the following message on screen after installing Method Beta. "App Installion Failed There was a problem with installing Customer Management for QuickBooks. Please reinstall Contacts, Email Templates, Estimates, Invoices, Items, Payments, Sales Orders, Sales Reps, Terms from Manage Apps. Rest of the apps were successfully ...

Hey James, Did you use the block of IPs or used the specific addresses? If you chose the latter it may be an issue, as the IPs are not static due to the way the Amazon environment is setup.  - Mortaza

Hi pdirect, Take a look at the AT&T forums HERE. You will see that a lot of other people are experiencing email issues like the one you describe in this forum post. -Michael

Thanks Ashur. The only problem is that there are an upwards of 30,000 clients and over 45 types...is there any other way around this?

None of my emails populate the information. Even the default emails that method has included wont work. You have several emails that have the company name that is supposed to populate in the subject line. None do. No matter what the email or the merge field non of them work. If the company name field doesnt have a merge field, why ...

I had the same issue as soon as I set up the portal with the stock CustomerPortal screen. It pops up when you click to go to the ReceivePayments screen. It comes up immediately when the page loads. Action 5 and 9 is referring to Entity. I don't know where Entity and I haven't changed it. I duplicated the screen and tried to resolve the ...

 Hey Tim, I tried this out on my account and had problems with Email, but it was my own fault. Once I configured my email, I had no problems. Since you have confirmed that you are using a default screen, I would say contact your business consultant and they will work with you to resolve this issue.      

Hi Craig, Knowing that the underlying issue won’t be resolved unless Intuit adds a feature for this, we may be able to find a workaround to your problem. While you can’t make customers inactive in Method for QBO, you could investigate the possibility of adding your own custom active/inactive field to filter out in Method. ...

Kieran - we're still testing it internally, and cleaning up the workflow, so it looks like early May instead of late April for the start of the beta. But not to leave you hanging.....here's a preview of how it looks after you get an email from someone you know (edited slightly to remove some sensitive info). By the way, if you are ever ...