Method Community

Greetings, When i send a estimates or invoice or payments, the customer gets a email then presses on the mini url link and they are taken to a screen where they enter their email address.  From there they can see their invoices, payments, estimates, and cases.   When I send a case to the customer, the customer gets a different screen. ...

Hey Michael, I tried the no customization way and it worked. Just make sure there a no spaces when you add the ";" Anouther issues popped up. When i sent the case i got the email and it had a mini URL. When pressing it, it took me to a screen and asked for my email address and password.   Is this becasue Method knows im the Admin? ...

Hi John, In the cases screen only the contact you select will get the case notification, but this is something that can be changed. Take a look at how sending an email from the invoice screen works, it sends it to all the contacts that are not opted out of billing. Another option that may work that would involve no customization (I ...

Greetings, When creating a case, I need to have 4 people infomed that a case was created. I thought by adding the 4 contacts in the customer file would do the trick but its not working.  The only person that is getting emailed is the first contact.  I see that the person that is getting a email has the word contact, under the type ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Expense Fixed - we had a lingering end conditional statement that was being flagged when selecting a category from the dropdown list.  Opps!  Thanks to Method’s latest validation, we ...

jeannetara- It may work but it would depends on the card swiper, if it reads each set of numbers(CC number/Expiry date) followed by a tab and you have the correct field in Method highlighted then I don't see why it won't work. -Michael

Also for you can read about the updates here http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/12/07/method-crm-updates-november-24-december-7-2011.aspx

bbullins- The issue with the leads report screen should now be addressed. -Michael

If I set up the merchant gateway in method can it interact with a card swiper on the local machine?

Shelley- [quote user="shelley"]1. Is it possible to assign more than one campaign to a name? When I import / export data I see only one column. It seems that the way it works is only one campaign per customer. Please clarify[/quote] There is only one campaign per customer at the customer level, this field is used to track which ...