Method Community

Hey Blake, The server change should have not affected your attachment action. I did not receive any other reports of the that happening with other clients. Did you get around to fix the issue? And if so what did the fix involve? - Mortaza

Based on researching this forum, I believe our Quickbooks ticket expired. Our office manager (who manages QBO) signed out of Method and signed back in with her Intuit account to reconnect Method to Quickbooks. Under her profile, Quickbooks is shown as a connected account. However, everytime we try to sync with Quickbooks, the process is aborted. ...

So i'm not sure if this has been done or what people in the "sales" world think of this, does method currently have an email notification somewhat similar to the way when i have an admin enter me a sales lead and assign it to me.  that i could almost (and this is where i'd like feedback) send a similar email to the customer ...

I am posting this as a solution since I could not find any other post asking how to go about sending faxes from Method.  I made a custom field at the customer and vendor record which was the Efax Email.  As long as you are signed up for an efax account, you can utilize their services to send a fax via email. 1. Create a custom field for ...

Allison, The second post says you can't populate the customer email address and phone number.  Is it the Sales rep or Customer email and phone you want to populate?  If its the sales rep, they were added as linked fields, correct?  Is the email field a custom Method field? - Adam

Victor, I love you definition of a "few days"!!! It is now working. Thank you for such a quick resolution once again!

Brett, I will look into this and get back to you. -Michael

Just a couple of quick ones. When displaying date fields on a template is there anyway of removing the time element? How are multiple line items, on an estimate for example, displayed within a template?

Greetings QBO>Sheduling and invoicing> add/edit work order> recurring> projects> resourse dropdown list.   So far i am the only person to be able to logg in. When i did try to look at this drop down list i get the following message: Error generating dropdown, an email has been sent to the administrator. John Mora

The Google app continues to give me a fail when I attempt to save an e-mail.   This is the message I get when I attempt to create a new activity.  The app recognizes the contact/lead but then won't save the email as a new Activity.