Method Community

Hi John, Here's a thought you could modify the ContacstPortal_Transcation screen to instead of filter the grid by Entity equals value from session Portal- Entity Full Name to Entity Contains value from session Portal- Entity Full Name. If she logs in under the Parent Account it should show all the ...

Hi Shirley, Is QuickBooks open on the second computer that you installed the sync engine on? If so is it pointing to the same company file that the main computer is pointing to? -Michael

Hi Heather, In order to fully take advantage of sales orders in Method you would need to upgrade from QuickBooks Pro. Since Pro does not have sales orders you will get a conflict when you try to sync sales orders. What you could try is checking wait for sync approval on the sales order, that will prevent Method from trying to post the Sales ...

Hi s.valese, Method doesn't recieve emails but it can send out emails if you enter your SMTP server settings within Method. With the Outlook plugin you can add emails that are sent or recieved in outlook as activties in Method -Michael

Method Team, I have customers that are experienceing an error when trying to create thier new password after registering through the portal. The error is "Your login appears to be invalid, has expired, or cookies are blocked. Please return to the login form and try again." This error happens when a customer registers through the ...

Greetings, I have a client that has 15 properties. Every month I send her 15 invoices so she gets 15 emails and thus she has to enter her email addres too see these 15 invoices 15 times. She was telling me shes geting tired of this.  I cant blame her.  In quickbooks, there is the main office then i have the 15 jobs under the main office ...

I do know this.  If you are using quickbooks pro there are no sales orders. I looked for a sales order feature and there is none.  I do know from using the Method Pro Services App, that it tried to syc a sales order to quickbooks and it turned into a conflic. John M

I got a download from the syc engine about a week ago.  I tried to dupiclate the same issue again.  Looks like its fixed. Great job! thanks John M

Hi: We upgraded to a new computer and we need to move our Method account to this new computer which will be the main computer with admin rights (using same company file in QuickBooks as before). We went online into Method under the administrator and under the QuickBooks tab we clicked on the Reset for Computer to Sync with and then did a full ...

 Does Method have the ability to receive emails other than from Outlook?