Method Community

 Hi Matt, Are the html tags encoded? That would cause them to show up as html code rather than as a formatted body Dave

Michael - I am going to look into this and get back to you. Thanks.

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