Method Community

Bump. Can someone clarify the relationship between Outlook and Method in re sending emails with read receipts? Or alternatively, whether there's any synchronization between emails sent within Method and Outlook?

When we create an Estimate our Item drop down includes Inactive Items.  How do we get it to show only Active Items?

Is there a way to search Customers & Leads at the same time?  i.e. if we have a Name but don't know if their status is a lead or a customer is there one place to search both lists?

When you add a contact there is a field Contact Type that seems to be automatically generated by Method.  Sometimes the field is populated by Method and sometimes it isn't.  What is this field for? Is there a field in contacts where we can identify the affiliation of the contact to the customer?  i.e. spouse, employee, ...

Hi I'm getting the same message when i try and preview Sales Order and Purchase orders. Most grateful if you would point me in the write direction

After making a minor change to my custom Edit Customer screen, I am now getting cryptic error messages when I try to open the screen from the Customer list.  The screen loads but does not populate with any customer or contact data, and I get the message:   Message An Unexpected Error Occurred. Please reload the screen and try ...

@warren_nickus This looks like an isolated case becasue I am not able to re-produce it on my side. I will conatct you directly to examine the issue further.

We sent a new client a link to log in with his email and pay an invoice.  His payment was processed 4 times. This happened with another customer before I researched the issue with the Intuit Merchant Services & came to find out that there are no actions in place to prevent duplicate charges from processing if the client hits the Process ...

I had something similar happen to me, but it wasn't a Method issue. Was this customer already in QB when you accessed their data in Method? If so, check the customer shipping information in QB... If the City/State/Zip are written in the fourth ship-to line as well as their designated fields, then you may have the same problem.  Our QB ...

[quote]When working off my activity list and I click on the account. It only shows one contact person how do I get the bio of another contact person from the same company without having to go back to customers and bring back up the particular customer?[/quote] From your activities list click > Go To... then on the left hand side of the page ...