Method Community

After updating to the latest version of Method, we have a problem with email addresses not auto-populating in the activity window when we check the "send an email" checkbox.  Here is how to duplicate the issue. 1. Create an appointment in Outlook and use the "add to method" button. 2. Associate the ...

John- It shouldn't of removed it i am not sure what happened there but i'm glad to hear it now works :) -Michael

Michael, I am guessing that when i did the update it removed my Recent Transations page, i am not sure.  Put a link in and it works great. thanks!

John, [quote user="John M"] CRM Pro> Leads> Estimates>Save & Email: I get the following error. Action Sequence 38 Cound not find the tablink Recent Transaction. CRM Pro> Leads> Invoices> Save & Eamil: I get the following error. Action Sequence 40 could not find the tab link Recent ...

Hi John, I will take a look :) -Michael

Hi Matt, You could customize the screen and for its default value enter Non but what normally happens is when you add a new customer in Method if the Sales Tax field is blank when that customer gets pushed to QuickBooks, it will get assigned the default tax code you have setup in QuickBooks. -Michael

Greetings, CRM Pro> Leads> Estimates>Save & Email: I get the following error. Action Sequence 38 Cound not find the tablink Recent Transaction. CRM Pro> Leads> Invoices> Save & Eamil: I get the following error. Action Sequence 40 could not find the tab link Recent Transaction. CRM Pro> Case> Edit Case> Case ...

In the Customer Center, Customer Tab, On the "Additional Info" Screen, in the drop down "Sales Tax Code" field what is the default setting? Most of our work is in Oregon where there is no Sales Tax. I would like to set the default to "Non" tax. Is that possible?

Search Customer List and Search Contacts List When clearing the filters on the screen by clicking “Clear”, Method will now take the cursor to the Full Name box automatically (QuickBooks Desktop and QuickBooks Online) Updated so that hitting the “Enter” key triggers the actions located in the “Search” ...

[quote user="m.mehr"]Deleting invoice created in QB and rebilling through Method using the same invoice number is how I would probably do it.[/quote] Yes, this is how I would go about it.