Method Community

MisterBill- This involves customizing the Send Email action on the button thats does the emailing to include an attachment. When you generate a report(Invoice/estimate/etc..) you can assign it to an Action Result and that action result and be used in the Send Email action for attachments. I would suggest being careful though you want to make ...

Misterbill- [quote user="MisterBill"]but so how do i get it under payment type to show Visa, master, discover, amex currently mine in the drop down just says credit card because i believe it only gives you room to add one set of verbiage when you set it up in the gateway area?[/quote] You would have to add each as a seperate gateway ...

We are in the process of adding a page to our website that allows someone to signup for a method account using the API call "MethodAPICreateMethodAccountV3".   We need the list of possible responses from this call so we can deal with the error response.  I guess the big one is duplicate company name or is there another way to ...

Read-only pictures, two new display palettes The following update are now available on the "January" version of Method. Display Palettes - You now have "Method Blue" and "Method Teal" standard displays options under Customize > Display. Read-only pictures - You can now edit a picture or attachment object and ...

also i've looked in the area that sends emails under estimates, and i've gone to add new etc. and i see the tab for default pdf templates but nothing that shows how to actually edit that email template and include an attachment can you be more specific please? :)

but so how do i get it under payment type to show Visa, master, discover, amex currently mine in the drop down just says credit card because i believe it only gives you room to add one set of verbiage when you set it up in the gateway area?   Also why wouldn't just sending them a custom link be a secure transaction? I get links from ...

Aaron- What exactly is the error message that they are getting? The payment types are populated from what you have setup under Customize > My Account > Payment Gateways -Michael

Nicole- Something like this could be done using Portals. You could create a customized Portal for surveys and send out that portal link to your customers and have them fill out that survey. That survey info would all be stored in a table which means you can then manipulate it as needed. -Michael

John- This is something that could be done through customization. I'm assuming you are doing the invoicing through field services, you could put some kind of condition in the create invoices screen that if it is a job use the parent for invoicing therefore putting all the sub jobs on the invoice for the parent. I will add this to our ...

Hi Abbie- This is happening because you are not assigned any tab groups that have access to Design Reports. In Method go to Customize > Tab groups it will list all the tab groups that currently exist you should see a checkbox for design reports. Make sure that atleast one of the tab groups you are assigned to has this checked. To assign Tab ...