Method Community

Hi k.leeser, I would try a full sync again or even reinstalling the sync engine. If you are still having issues enable the MethodSupport user (Customize > Users) and email me your account name to m.melo@methodintegration.com and I will take a look at your account. -Michael

Hi Bryan, Currently it is not possible to send a ‘Silent Email' through Method. What I can suggest is creating a screen that you will visit once a day that will have the send email actions built into it and click a button once a day that will perform some checks and determine which customer should have an email sent to them or if you ...

Hi John, It is possible to create 1 invoice instead of 8 separate invoices for each property by editing the current actions used that create invoices from work orders. One thing to note is that the invoice itself will only reference one of the properties or the main customer account which may affect how you track revenue in ...

I have done the following: 1. Installed Method on my server. 2. Logged into QB as admin (multi user mode) 3. Opened the company I want to sync with.  4. Opened Method - Performed a full sync. - Sync seemed to proceed properly. 5. Opened Internet Explorer. Logged into Method. No data. - Synchronization preferences have not updated How ...

The other day, I had a wonderful conversation with Antonio Macedo from CSConsult over in Liverpool, United Kingdom.  After speaking with Antonio, I knew he’d make a great user spotlight due to his rapid implementation and impressive Method customizations over the past few months.     CSConsult began as a bookkeeping and ...

Good morning All! We are iced in here in Texas, so plenty of time to work on Method! Question,  Is there a way to have an email automatically sent to a customer to follow up on a quote or does it have to be based on a click action? What I would like is, if the status of an activity does not change 3 days after the activity was created, ...

Michael, Is there a way to take those 8 invoices and combine them all to one invoice?   Thanks, John M  

Hi cpitts, Does this happen for all Inventory items or just some? Have you tried clicking the Refresh button? If it's a default screen meaning you haven't customized it I can take a look at it if you enable the MethodSupport user and email me you Account name to m.melo@methodintegration.com -Michael

Thanks, that cleared the issue up for me completely

Hi RebeccaCA, Clicking the Advanced button in the Screen editor will take you to where you have the option to set actions for the OnScreenLoad event. What I would suggest though is editing the Checkbox itself setting the default value as checked and then under Advanced Options, check Hidden: invisible when screen first loads this way it will ...