Method Community

[quote user="John M"]Is it possible to use the "call web service" action to have another website get the method data, hold it till the 7 days then send out a email that way?[/quote] John M, Your best bet here might to to utilize the Method API to get this done.  Anything you do in Method would have to be trigger via a ...

Chad, thank you for taking the time to answer each of the points I listed.  First let me clarify since I did not do this and now see that I should have, I would grade Method overall as an "A".  It is a great solution and I hope my intent came across which was really to get feedback to see if anyone has ...

Just a quick follow up for you on this one - go to the Employees tab under the QuickBooks tab group.  Is your employee listed here?  If no please email me their full name as it appears in QuickBooks - we can have a look on our end to see if it's in our system.  There could be corruption in QuickBooks on this record ...

 Hey Paul! I've sent you an email with my phone number, I've got a perfect case of the issue between account balances and how method isn't picking up the change through a changes only sync. All we need to do is a gotomeeting, and I can easily show you exactly what it's doing (or in this case, not doing). Thanks!

 Hi Akoumjian, Could you kindly provide a screenshot through email (d.kugappi@methodintegration.com) capturing what it is you are seeing in the result? I am actually using a Mac here at Method, and cannot reproduce the error you're getting. Is this, by chance, a customized report? Please also let me know what screen(s) this is ...

Hey Mike, When you select an email and click "Add to Method" what happens?  Are you able to search for a customer or do you receive any sort of error message.   I've seen this actually happen once before when someones password started with a "$" sign at the very beginning.  It's a known issue that I ...

Thanks for the feedback Kevin.  It's for sure something we'll need to look into. As for getting back the section in the 'Customer List' screen, you will need to copy/import those screens from another account since they are no longer exist in your account.  Here are the steps I would take:  Create a new Method ...

Bryan, You are correct. If no BCC is entered in the Email template it uses the email of the person logged in as the BCC and that is why you are receiving a copy of the received payment. It was coded this way so that the "Billing Department" can receive notices of when payments are received. -Michael

 Hey, Just wanted to agree with Danny, you will not need to do any customization of actions, just confirm that you have your email template pointing to the correct table and fields.

John, This seems to work fine for me. I was able to send emails from the standard Invoice, Estimate and Activities screens with no issues.  Are the emails that are showing up in your inbox displaying your email address as the To email address? -Michael