Method Community

Hi Ginger,  That sounds like a great idea. You can modify the notification email, which will remove them from receiving any of the test emails but still allow them to login. -- Morty

Hi Erica,  You are able to access the email templates that are used for the internal emails you receive from Method and make modifications (including the subject line). Head into Home > Email Templates - see:  -- Morty

Hey Nick, Believe the authentication token Method uses to connect to your QuickBooks Oniine account has expired. Please follow the steps on the following Help Center article on how to reconnect:  How to reconnect QBO and Method Let us know if that works. -- Morty

Hey Kevin,  Are your single customer's properties and services organized by jobs/sub-customers? (ie, Business:Property 1) -- Morty

Good catch! It's on the roadmap as our development team is looking into implementing this into Method.  No suggestions on any areas to tinker/tweak at the moment! But I'll speak to our development team and see if I am able to gather any information for us and pass it along. Thanks! -- Morty

Apologies for the late reply! There are many ways mail merging can be used, depending on the tables you're drawing upon.  Depending on which screen you are sending the template from, will determine which table to pull the merged fields from.  In your case the table is Estimate. So you'll want to pull a field from the Estimate ...

Hey, We appreciate the kind words! There’s a few different ways to achieve this. The route with the least overhead is to add a RadioBox object to the FieldService_AddEditWorkOrder screen. When choosing the Step in the RadioBox it populates the screen accordingly. For this setup: - Add a RadioBox - In the RadioBox add the 6 steps to ...

Hey Rick, Great question, and I wish I could tell you, but I believe it's powered behind the scenes using Method:Magic .  -- Mortaza

Both Method and QuickBooks do not support international characters. Behind the scenes it is saved as the characters you are seeing "é" - todays browsers are smart enough to display it as the accented e. But as you see when exported it will export it just as it's saved on the database level. Easiest workound I ...

Hey Jonathan, Definitely odd. Can't say I have experienced such behaviour before, how often does this occur? -- Mortaza