Method Community

Hi Scott - welcome to Method! Method does not have a feature to send automated emails in that respect. However, we do have some automated 'system' emails that are sent out to serve as activity/task reminders or alerts if the Method user opts in to get these reminders or SMS alerts. Keep in mind you can certainly use Method CRM to send ...

For the last few days I've noticed a very strange error  where I am editting a field, and the edit window shows a field name different than what it actually is. Saving my changes does work, but if I'm changing the caption, the new caption is changed but not always displayed on the customization screen.   I noticed this while ...

Bob - that makes sense.  When Method adds the invoice into QuickBooks through the normal user interface (or the API) there is currently no way to specify the site (or location) that it belongs to when the inventory site feature is turned on. Turning it off is one solution but in a case where someone wants to take advantage of the advanced ...

We really want to buy method and use it but the feature to do automated emails and task assigments is not in the product. Currently we are using SalesForce and would like to move over to method. Any idea on when this technology would be implemented?    

Thanks for the speculation, Danny. When I use MethodAPI to insert invoices, these items are showing up with "Unspecified Site" in the Site column in QuickBooks.  It seems that I can remove that column by: Edit | Preferences | Items & Inventory | Company Preferences | Advanced Inventory Settings and unchecking the box [ ] ...

Jamie- Can you enable MethodSupport under Customize > Users by checking Active for MethodSupport and email me your Method account name along with one customer who is having this issue so I can take a look? -Michael

Bob - one last comment.  I'm not a developer however I am guessing this is why it is not showing in the Method API.

  Bob,  Are you by chance referring to using the advanced inventory features in QuickBooks 2012?  If so, these are not supported by Method at the current time.  In QuickBooks 2011, Intuit introduced the ability to have locations however they did not inform developers that the SDK was updated this past year to also support ...

Michael, I am just going to the customer's profile and clicking on the documents tab and then I click on a pdf icon. That's when I am redirected the an error page. I am not sure if any of the screens are customized or not. Even when I sign in and out the document is still not viewable. Jamie

JmeShu- Can you give me the steps you are taking to view the document? Are any of the screen customized? If you sign out and sign back in can you then see that customers document? -Michael