Method Community

Hi christian, Yes you can do this by customizing the QuickBooks_Invoice screen, then editing the Send Email action within the Save & Email button. You'll want the look at the Email BCC field and have it use the value of the current users email address. *Hint: Value From Session. - Ashur

Hi Paul, I'm trying my hand at the web form and have set up a test site on Google Sites. The good news is that I was able, with Fran's help, to get the form to work. Except when I hit the submit button, I get the error message you were talknig about. However, I'm having a problem in that Step 7 where I enter the Internal Email ...

Hi there, We removed this setting a few years back after the introduction of the universal MethodID. If you are finding the timeout length in your Classic account is too short, shoot me an email at Success@method.me and we can Extend the timeout length for your account / users manually. Thanks! -Ben

Hi Gregory, As far as I understand in QB it is a required field for the table, you cannot modify that. Thus why when syncing over Customers from QB to Method it requires that the Name field is not null.  You can send the screenshots over to my email (in my signature). -- Mortaza

Hey Kelly, It has been assigned to a Support member; it's in queue and they will reach out. I do notice we do not have a contact number for you to be reached at. When you get a moment please shoot me an email with that information and I'll update the case. -- Mortaza

Hi Gregory, I tested importing a CSV file with dates on my end using the format I suggested and it worked. If possible can you email me a sample CSV file of what you are trying to import, so I can test it on our end. You can send it to m.melo@methodintegration.com. Michael

Jacob -  As per above, can you let me know which Company Accounts you want us to import the screens into?  For each one, we'll need you to enable the MethodSupport user.  Don't let post the names in this forum, just email the Company Account names to method@methodintegration.com . Thanks, Paul

I am having the same issue with customers clicking multiple times because there is no feedback to the user that an action has taken place. I am using Authorize.net as the payment gateway. I have greated a screen that should pop up after the customer clicks submit stating "your payment has been received for processing". I also added ...

I am also using Google Apps/Gmail for email hosting and Method SMTP, and while I am the only user right now, I'm glad the multiple user issue has been resolved. When looking at the sent emails from within the Gmail platform, in the To: field it displays the yourname part of yourname@domain.com.  I would like to see either the full name ...

Hi cdvin, Please verify that the contact you are using to test the portal has a valid email address. Also verify that no other contacts in your Method account contain this email address. The email must be unique for the registration to work. Otherwise, I’m not sure what could be causing this. If you’re unable to get this working, ...