Method Community

The following updates are now live for users of Method. Features Introduced a new wizard to help users through the successful setup and connection of the Method Sync. (PL-4811) Ability to test Email Server settings under Preferences -> Email. (PL-3479) Cheers Derek

I am working on a filter for a activity grid. I have work order with the "Enhancement" tag. If I create a filter that contains Enhancement the filter works fine, but if I want to exclude the work orders with the Enhancement tag it does not work. Why? To exclude them I created a filter that it does not contain Enhancement, but it shows ...

Beautiful. Thank you!

Hi Lance, You certainly can change the the ordering! On any app on the dashboard, click on the Three dots in the top right hand corner, and then click on the Arrow Icon; This enters you into 'Move Mode' you will be free to drag and drop App Tiles, and reorder them on the Dashboard in any way you wish. When you are done - simple ...

In Method New, can we change the order of the screens on the dashboard? I can't seem to find where that is done. Thanks!

Hi Bonnie, Hmm thats a strange one. When you merge a Customer in QuickBooks, the Assigned activities should merge together with the customer in Method. Perhaps you can shoot me an email at success@method.me with some more detail - perhaps some examples of merged customers with missing activities - and Ill jump in and take a ...

Hi all, We have a new Method user who has been challenged by the search function. When she can't find a customer or lead, she enters it again. Either that or she creates a new record in Quickbooks rather than looking for the existing record in Method. We're getting quite proficient at merging customers in Quickbooks, which is fine, but ...

As of 6am PST PDF attachements now work.  John M

Some users may be having issues with deleted items showing up in transaction totals.  We are aware of the issue and are on it.

Greetings You got the reports to work.  Now when i send estimates and invoices with pdf attachments they are not working. 1. Generate report action>Action result name>resultInvoiceReport 2. Send Email action.Attachement location>Action>resultInvoiceReport The reports show up on the screen but not as attachements.  John ...