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  • Re: Intuit Payment gateway issues with estimates and multiple cards

    also i've looked in the area that sends emails under estimates, and i've gone to add new etc. and i see the tab for default pdf templates but nothing that shows how to actually edit that email template and include an attachment can you be more specific please? :)
    Posted to Method:Classic General Q&A (Forum) by MisterBill on 01-27-2012
  • Re: Contact Portal

    Hey DavidD, Your contacts just need to have unique email addresses in Method, they're not required to be in QuickBooks since Method supports multiple contacts per customer. They can manually register by accessing your portal. Hope this helps! - Ashur
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 06-26-2013
  • Re: Customer portal and responding to cases

    Hi John, I am going to test this out further, can you also create a dummy customer with a case and use m.melo@methodintegration.com as the email address and send me the case email so I can test it out. -Michael
  • Re: Error

    Hey Maureen, Sorry about that, Action 81 might be listed in the Schedule a Follow-Up object (81 referring to the 81st action in sequence). Or if it's calling another Action Set it maybe listed elsewhere. It might make it easier if you turn on MethodSupport and email me your Company Account and also the screen name. I can create a copy of the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Morty on 10-07-2015
  • Re: Customer transactions mobile screen

    Hi lzimmerle, Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know your Company Account Name as ...
    Posted to Method:Classic General Q&A (Forum) by Method_Justin on 12-16-2014
  • Re: Sending emails using office 365 exchange online

    Hi Bryan, Unfortunately, at this time we don't offer native support for Office 365 -- it's in development. The only thing I can think of is that some versions of Office 365 may offer you the ability to use a Desktp client with it, in which case the plugin may work, but otherwise there's no real way to integrate it ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-18-2014
  • Re: Customized Estimate

    Hi Adrian, Because you are having issues with a custom screen, there is only so much we can helpy you with.  However if you send me an email with the Company Account Name you sign in with, and turn on Method Support.  I can at least take a quick look at your account and at least rule out any issues caused by Method.  To enable ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-09-2013
  • Re: Activity Screen Feature Request

    [quote user="LaCrews"]It would be great if a document from Method's document center could be attached when sending an email from the activity screen.[/quote] Mark - we're looking into this now and will post up if it's possible.  Technically it should be possible but we're working on the solution before confirming a ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 11-02-2012
  • Re: invoice not appearing in quickbooks

    Hi swm023,  Are you able to create an invoice for any other existing customer in Method when you don't select the checkbox for "To be e-mailed in QuickBooks?" If you are having trouble creating the invoice for this customer when you place a checkmark in the "To be emailed in QuickBooks?", are you getting the ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-24-2012
  • Re: multiple customer portal users under same customer

     Hey Phillip, Currently users are able to create a username/password as long as they are in your Company File. Once they fill out the registration form it will send them an email with the login information. When they login, they will be able to see the tabs you have selected for the Customer Portal section. Currently the Customer Portal is ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-06-2009
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