Method Community

Hi rbsom,  Please go Here for our "Method CRM Help Center" article titled "Specify your Email Provider" which will give you the instructions to succcessfully setup your e-mail settings within Method.  I hope that this helps.  Ronen

Hi smohyee,  Sorry for the delay in responding to your post. I have just tested the report designer to see if it was possible to add only a description to an additional line item within an invoice or any other transaction line item grid within Method, but it won't let me do that.  Ronen

Hi swm023, The following steps will help you to add additional data to the "Opportunity Stage Category" dropdown: Go to Customize>Integration Tools Click on the Go to Import/Export... link within the Import/Export section. In Import - Step 1: Import/Export menu, in "1. Choose to import or export:" select the option ...

Greeting, I found out that i have 39 pages of conflcts becsue i deleted transactions in quickbooks.  I thought if your did any adding, deleting or modifactions in quickbooks that it would effect method and if deleted a invoice in method that it would delete the invoice in quickbooks. I tried looking for the proper way of doing this but could ...

Hey, just wondering what the status of this topic is after our phone conversation, as it's been a few days.    As a reminder, you were going to confirm that it is in fact possible for the report designer to display both regular line items and description-only line items simultaneously, given the correct customization. My concern is ...

Hi Dave, I wasn't able to duplicated the issue on my account. The way I duplicated this issue was by adding the 1 D&H to a shipping table, and then I inserted the exact same data on the grid again through he "Insert Fields Into Table" action on a button in the screen.  What I would do, is consider discussing this ...

I fixed it! Thanks so much for your help guys. BUT! I have one more question. When a customer clicks the link to: "Ask a Question  - Create a new customer service case." the system sends me an email to (again) the wrong address. Where can I change that? Aaron

Mark's right.  FYI, though, you need to do a full sync to get the company info over. Paul

Hi Aaron This email address can be changed by updating your company infomation within QuickBooks.

When a customer logs into our portal, using their created UN and PW, and they see the screen where they can pay for an outstanding invoice, at the bottom of the screen there is a place that gives them our company contact information. However, the email address that they see is incorrect. How do I change this?   NOTE: I am talking about the ...