Method Community

Hi Navitha, Thank you for enabling MethodSupport. I was able to log into the account and export the grid to an Excel. I noticed there are hundreds of records being exported and quickly skimmed through the column you specified. The dates seem ok from my end but keep in mind I did a very quick skim as I am not prepared to review the lists record by ...

On the Invoice screen in both desktop and online I am receiving an action error when selecting customize template from the print button under the existing invoices grid.

Hi, I am trying to refresh the Grid after deleting a row from the Table but the grid is not getting refreshed. Is there any problem in refreshing the grid.   The actions i am using is 1. Loop Through the Grid 2. Delete the row from the Table 3. End Loop 4. Refresh Grid   Thanks Navitha.  

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 ...