Method Community

Hi, Can you detail the steps you are taking please? I can hopefully then pinpoint the source of the problem. Noel

Hi InstaDRY, I will get back to you with a more detailed response but for now try using ListBuilder.FirstName rather than Customer.FirstName. Hope this helps - I am assuming you are encountering this problem in List Builder emails. Noel

Hello InstaDRY, I have been unable to replicate any issues with adding a portal link to an email template. Here are the steps I followed; Navigate to Customize -> Portals -> Edit an existing Portal. Here you will see 'Get sign-in page web address'. Click on this link and copy the URL that is provided. You can then paste this ...

Hello InstaDRY, You could use the Start/End Loop Through Table action to loop through the Time Tracking table and retrieve your tech's time data. By then applying a math calculation using this data you can generate a percentage field for each tech on the work order. Hope this helps, Noel

Hi wildliferemoval, You can add the TargetAnimal field as a dropdown field to the Activity Table. You could then utilize the Update Field in Table action on text change for Target Animal selection on the Work Order screen. This action can be used to update the Target Animal field in the Customer ...

Hi wildliferemoval, How do you define the last day you were at the job? If you click Save on the Work Order or update the status to Complete to define it, you can add the Update Field In Table action at this point and have it insert the date in to a 'Last Work Order' field in the Customer ...

Hei industrialrobotix, For another option check out Inder's response to a similar query here.  Noel

Hi Innovative, Yes this is possible. Navigate to the Customize -> Integration Tools -> Import/Export. Untick Show only common tables and export the UsersSignInLog table. You can also view the Audit Trail by navigating to the Quickbooks tab -> Audit Trail. The Audit Trail keeps track of all ...

Hi mahlonf, Yes, you are correct. Method supports Authorize.net as a payment gateway and Authorize.net supports First Data as card processing platform. Unfortunately I can not say whether or not there is a card reader that will meet your client's needs as I am not aware of any instances where one has been implemented before. If you ...

Hello Ivana, Company name, address fields and phone number are all being pulled from Quickbooks under Company -> Company Information. I have tested the SimpleInvoice by modifying this data and I see no issues with the report display or the data it is displaying. Have you customized the SimpleInvoice report previously or are you having ...