Method Community

this worked. thank you. one more thing i'd like to do on this editopportunity screen: part of our sales process is when an opportunity is closedwon we create a subcustomer that has the same name as the opportunity.  the sub customer is used only for billing purposes.  therefore, there are only 4 fields where we input ...

I am looking for a way to send an existing document from Method.  I was experimenting by creating a new command to the More Actions button in the edit document screen.  We attach costing reports to invoices and I would like the ability to send that report via email to another method user....it is always the same person.  I have ...

We are using a web form to create new Case records. The configuration of the web form specifies that e-mail notification should go to a certain address (we'll say "support@ourcompany.com"). The form is submitted, the client's browser redirects to the specified thank-you URL, and a new Case record is created in the database. But ...

[quote user="AutumnW"]I assume this is a setting that needs to be enabled.[/quote] This should work for you, on my stock QBO screen I had no trouble sending or receiving an email from Method on a QBO created invoice.  Check the email address and the email settings in your Method account. [quote user="AutumnW"]Will ...

I set up a dummy customer account to access the contact portal.  When i updated contact information inside this portal, an email was autogenerated alerting me of the changes.   2 questions: 1) Does this email go out to all contacts listed for that customer, or only to the contact associated with the changes being made? 2) When I ...

Hi Mortaza, Can you give any guidance on how to do this? I've looked at the button actions on both the screens and can't see anything that would help. In the email, I see a url for the http://urlforportal but nothing that I could modify to load the actual estimate. Thanks, Greg

 Further information on this - the crash appears to be triggered whan I open particular Outlook contacts. A key contact that is causing the crash every time I open the file has a parfticularly long "display name" for her email field Tonya Lawrence (tonyalawrence@tjldesigns.com) But otherwise is unexceptional? Any ...

Hi Rob, Yes, the sync engine will run fine on a Windows 10 machine. We've helped several customers get setup on Windows 10 and QB 16. If you run into any issues let us know. Cheers, Adam  (Method)  via email

Outstanding! I'm actually working from within a WordPress front end, but I'm sure there's useful structure in your code that would help answer some of the questions I'm having. I don't mean to sound frustrated, but I just keep hearing the same answers over and over which don't actually address my questions. I'm not sure ...

Just to elaborate, there is a Email confirmation when saving? option on the Add/Edit Contacts screen. If this is enabled and you click Save & Email after making changes, both yourself and the contact will receive a notification (assuming there's a valid email address assosciated with the Method contact). - Ashur