Method Community

Hi Charles, Sorry for the late reply. This issue you are referring to is related to QuickBooks Online I believe.  They changed they way they handle the addresses to free form, which in turn affects they way we receive them, and how we set them up. We are still working on this. You issue however I don't think falls into this. ...

Hi Vicki, What exactly are you trying to accomplish?   We do have the Create Short Method URL action that you can use.  What I'm not understanding is why you'd want to have a DataType to link you to the site?  If you are already on the site, why would you need to link to it?  If this is for an email template ...

Hi Christy, You can totally store your documents in Method, and even link them to customers, cases, opportunities, solutions, and more! Please see this article which is one of five about Method's Document Library. Through some customization, it is definitely possible to send your documents as attachments. In the Send ...

Hi Ben, Can you email me the Company Account name and activate the MethodSupport user so I can sign in and take a look at the portal? Also, please let me know what the name of the portal is. I'll do a test on mobile to see if I can get you an answer about the issues you are having with scrolling.  Jason

Hi jdcard, We'll need to investigate this. Please enable the MethodSupport user on your account then email me your Company Account name (not user name) and the best number to reach you on. To enable MethodSupport go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for ...

Hi Andy, Please enable MethodSupport on your account; go to Customize > Users > scroll down to the bottom of the page and ensure there is a checkmark in the Active box next to MethodSupport. Then email me your Company Account name and contact number so I can reach out to you. I think I've replicated the issue but need more details about ...

Yes that sounds correct.  Are there any custom fields that are in the old account that haven't been added to the new account?  This may cause issues if the tables and fields don't match and especially if the field is used in the report.   If you wish, you could you also email me your Method company account info and turn ...

Hi ImTheirWebGuy How are you sending the request? Are you just sending xml directly? Is the & in McMoretestspam Wedding Ceremony & Reception 05/25/2013 encoded?  If that is not the issue can you send me an email(so you don't post sensitive data in the forum) with an example of data from a good post post, a bad post, ...

Hi dottie,  This should not be the behaviour of the stock screens but if it is a customized screen it may be a simple fix. For example, it's possible that the subtotal at the bottom of the grid is totalling the Amount column rather than the Balance column. If you can post a screen shot of the grid (or email it to ...

Hi Innovative, There's no limit in the amount of emails you can send via Method. However there may be a limit imposed by your email provider, especially concerning Open Relay messaging. I'm not sure whether or not Google has any limits imposed, however it would be best to check with them or search for the answer using a search engine. ...