Method Community

Can you tell me how to import my Method created invoice up to QB? Thanks, Shane

Right. I have it all working just fine...BUT my issue is that in order for this to work, I have to enter in their email account password...or have the user enter it themselves. We all don't work in the same office, though. Hence the inconvenience (not to mention the security issue of entering a password into an admin screen). The other obvious ...

Hi Navitha, I have some questions for you: How are you generating the e-mail in Method? Are you trying to display data from a table in Method in the body of the e-mail? Ronen

Hi John M, You can definitely delete invoices and an estimate in Method and Quickbooks and it will definitely make the proper changes in the other respective application. For that specific invoice conflict, you can figure out why the conflict has occured by reading the message that appears below the Filter, Date Time, Type, Table, Record ID, ...

We are using the activity table to send out automatic notification emails when the Due Date is past.  I put in our email credentials in the "My Account" tab link.  After clicking the "Save and Send Test Email" I received a succesful email: Email Settings Test Successful! This email has been sent to test ...

Hi rbsom, I just wanted to assure you that after you change the company information in QuickBooks with the new e-mail address and do a full synchronization, that in the home screen of the third party portal you will be able to send a new case notification as well as the notification to a case response to that new e-mail address. I hope that ...

Hi Blake C, After you have set up your users within Method, please follow the following steps to make sure that you set their own e-mail preferences successfully: Go to Customize>Users. In the section for Edit an existing User, click on the Edit link for the user that you want to make the e-mail preferences settings.  In Step 2 of ...

Good morning How do I assign to only see active techs on my calendar screen.  I have 20 techs but not all techs are active, I am sure I have to edit something. Also Hide button on the calendar is not working, when I click Hide nothing happens.  This is not a custom screen Any suggestions would be helpful Thanks Jeet  

The "Closed Opportunity" function does not seem to be working properly. We used the word "closed" in the stage name. The probability is then changed to 100%, but the pipeline still shows the original amount. Shouldn't the pipeline go back to $0 once an opportunity is closed? Thanks

Hi swm023, I want to make sure that the following steps have been considered when making changes to the original "CRM_NewOpportunity" screen. Copying the original Method screen: Go to Customize>Screens. Click on the "Copy" link for the "CRM_NewOpportunity" screen.  On the "Copy Screen ...