Method Community

Hi lvharris, Is the e-mail being sent to the same recipient 16 times? Can you test sending in the activity again by e-mailing me the template at r.gaisiner@methodintegration.com and I will confirm that this is happening for one activity. Ronen

Hi lvharris, I wanted to give you an update that I am compiling the response to this question and going to contact you shortly. Ronen

Hi lvharris, When you create a new activity, there is a checkbox for Recurring which opens up the section for the activity to set the parameters for the scheduling of the recrring activities. There is a checkbox there for Is to be renewed. This will automatically renew their recurring events until they are no longer an active customer. I hope ...

Hi lvharris,  I just wanted to let you know that I am working on getting a response to your post and will have one available shortly.  Ronen

On second thought, now I'm not sure why I'm using the Closed flag from the Sales Order header as I can see a line by line flag in QB.  I know I tried to have individual line status from the QB flags, not sure why I got stuck at the header level????

Smoyee, I'm really curious to know how this works out for you.  Did Method and QB allow you to update the Invoiced qty field?  I'm surprised that this isn't a system field that only QB can update.  What happens if QB also updates the field? I haven't fully digested this, so I'm thinking out loud. Michael also ...

Hey Ronen, Thanks for your detailed answers. For me it was much easier to start from scratch as the report I wanted to create was very different (as far as the look and feel) than the WorkOrder report. I was incorrect when I gave you the field names that I had in the report. I had the ones you listed and still no contact information shows up and ...

Rather than a SalesRep initial, I want to use a new field called PreferredName I added for each Rep (via Employee). I want to see this in a column on the Customer Contacts grid (I'm customizing it). I couldn't modify how the SalesRep dropdown was linked to Customer, so I had to first remove it (from the edit customer screen, and then from ...

James / Method Team,   I've just completed an action set for the "Sales Order to Invoice" Conversion Screen that counts up the qty's invoiced on previously made related invoices, and enters that value in the "Invoiced" field for the sales order line item. I didn't mess with the "IsFullyInvoiced" ...

Hi Jason Watkins,  Some of our old webinars were recorded using the GoToMeeting Codec which does not work with Macs. All new webinars for the last year and a half are all using a format that works across the board. Which webinar are you trying to view? Ronen