Method Community

Hi Valbon,  I have given the permission to the MethodSupport user.  Thanks Navitha.

I was referring to customizing the screen.  I like that better than using Search.  Which screen(s) exactly are the ones that I would need to customize? Is is CustomerList, LeadList, and OpportunityList?  I've tried editing those screen and I'm not seeing how to add a new column (or remove exiting columns for that matter).

Hi ALLFloridaBeeRemoval_Richard,   I tested this on my end, and received these errors in IE, Chrome, and FireFox when I have a customer without an address. I have a few questions: 1.       Do your customers have valid addresses? 2.       Do these error messages only happen for certain addresses or all ...

 Could not add/edit the ReceivePayment '3675'. The response from QuickBooks Online was: RECEIVE_PAYMENT_INVALID_INVOICE - Error validating Invoice Id:One or more Invoices is not associated with the customer for whom you are submitting this transaction     I keep on getting this error, how do I fix it?    

Hi Method, Right now, one of the options provided by the plug-in allows me to add an email to an existing case #, or to a new case. If the email has a file attachment, it is currently ignored by Method - if I want to upload the attachment, I'll have to do it separately via Method in my web browser. It would be nice to have a feature in the ...

Hi Ronen, II am upgrading our sofware and want to make sure I'm covered. Let's keep our fingers crossed that a backup will not be needed. 

Hi Shelley,  There is currently no way to export images from Method using the import/export function. It is possible thought to create an html report with all of the images, but I haven't tested it.  All of your Method data is backed up daily by Rackspace which is where our servers are located and we have the ability to restore ...

Hi Brian,   The reason this is happening is most likely because you renamed your tab/tab links.   The Go To tab link action used in to the Go To link and New Customer button work based off the Tab/Tab Link names, so changing the names would cause it to no longer work.   Right now  you have 2 options, the first ...

I export my Method file quite often in CSV format so I can access a backup when I need it. SInce this is .csv, I cannot backup the picture files. How do I back up the complete file? I want to do complete backups in the event of disaster -- I am about to upgrade my QuickBooks file and I have a history of strange things happening.

Inclusivitie- I'm glad to hear that you figued this out. -Michael