Method Community

The following updates are now live for users of Method. Features Added ability to use Office 365 SMTP server. (PL-9737) Bugs Fixed an issue causing payments to sync to QBO as unapplied. (PL-9710) Cheers Audisho

When using the portal link on the Contacts screen all of the links point to the same Guest-Home page.  I would like to have different home screens depending on the Contact Type or some other variable.  At a minimum, at least a different portal Nav ribbon depending on the Contact Type.   Any thoughts on how to do that?

Hi MikeB, For Classic - The option you mentioned is likely the fastest and cleanest way to make this happen. You'll also need to add some actions on the Add/Edit screen of whatever records you have in your grid to populate information onto your "Month" dropdown field when the record is actually created to make things ...

Import Button on Contact list should not display on Mobile

What's the easiest way to do this? The dropdown should be populated with 3-letter abbreviations. In future, I'd like to add one by year also. Do I need to create a table with dropdown values 1-12 and corresponding 3-letter months? Do I then refer the dropdown to that table? Is there an easier way to group dates like in a report ...

The following updates are now live for users of Method. Features Added ability to subscribe or upgrade to a Method prepay subscription plan. (PL-7885) Added ability to invite users on sign up for QBO. (PL-8668) Bugs Improved performance of subscription pages. (PL-9184) Fixed issue with setting up Peer-to-peer user ...

Hi MikeB, Glad to hear you are back up and running! There weren't any outstanding sync issues yesterday that would explain this outage. We didnt recieve any other reports of sync failures,  so likely just a once off. If it happens again, please dont hesitate to contact us, and We'll be happy to assist. -Ben

Hi Mahlon, Great Suggestion. I cant say this is something that has been requested in the past, but definitely worth us looking into for future Contact App updates! Thanks Mahlon. -Ben

Well, overnight, after no PC reboot, the sync engine seems to be working again. Were there issues yesterday?

We really should have a preferences screen for contacts that allows setting default Lead Rating, Lead Status, etc, etc.