Method Community

matlow99, Are you receiving an error message when you click Save & Email? If not what exactly is the sequence of events? Or is this issue with the email that is sent out when you click Save & Email? -Michael

 One more thing I wanted to add. Are you using customized screens? If so try it with the standard screens. -Michael

pdirect, Setting an opportunity as "Closed Won" or "Closed Lost" should close the opportunity. On the Opportunities screen if you change the Filter By View for the grid to "All closed Opportunities" is anything displayed there? Also are you clicking the Refresh Charts button on the Sales Center Dashboard ...

John, This seems to work fine for me. I was able to send emails from the standard Invoice, Estimate and Activities screens with no issues.  Are the emails that are showing up in your inbox displaying your email address as the To email address? -Michael

John, If you delete an invoice from Method it will also delete the invoice from QuickBooks, you don't need to go into QuickBooks to delete it separately. If for some reason the invoice can't be deleted it will show up in Method under QuickBooks > Resolve Conflicts. -Michael

John, In method by default if you don't enter invoice #, it will wait for QuickBooks to assign one. If QuickBooks is closed Method has no way of knowing what the next invoice number is so it waits until QuickBooks is open and then it send the invoice down to QuickBooks which then gives it an invoice number. -Michael

I setup Method to logout only if there has been 240 minutes of inactivity.  But Method is logging us out much sooner than that . . . it seems to be after one hour (the default).  I'm referring here to the web, not mobile.   

How is an opportunity marked as closed?  I currently have users marking opportunities as "won", but that doesn't close the opportunity or show it as a conversion on the sales charts. 

Hi intbt, When a customer first registers for an account their password is sent to their email which helps prevent unauthorized access since they would be the only ones with access to their email account. If they don't have an email address they would not be able to get a password to begin with. If you customize the Contacts screen you can ...

Good Afternoon. For some odd reasong all of my work orders, route lists, invoices and estimats are all going to my email account and not to the customers accounts.  They were all working great a week ago, are there issues on your end? Thanks, John M