Method Community

 Hi Akoumjian, The way the estimate screen handles saving custom field values is reliant on first retrieving an Estimate # from QuickBooks. At present, in order for a custom field value to be saved correctly, an estimate record must have an estimate # associated with that record. The catch 22 here is that Method pulls this Estimate # value ...

 Bump

 Hi Tricia, Thank you for contacting Method. When creating a bill, be sure to select the Vendor and the appropriate A/P account you want to use, as well as the Payment Date if necessary in the Bills screen. Once you have done this, make sure your Method Engine has synced.  Kindly let me know if this helps, or if you get ...

 Hi Beth, Thank you for pointing this out to us. Our developers have resolved this, and your manually typed in filter should work correctly now. Kindly let us know if you continue to experience this, or any other problems. Regards, Denis

Hi Gregory, I tested importing a CSV file with dates on my end using the format I suggested and it worked. If possible can you email me a sample CSV file of what you are trying to import, so I can test it on our end. You can send it to m.melo@methodintegration.com. Michael

Hi Michael - thank you for the reply.  I will try that and report back.

Hi Ian, Can you make sure that in the Body portion of the "Step 6 - Thank you email" wizard you have a "Design" or "HTML" tab selected (and not Preview tab). These tabs are located on the bottom of HTML Editor control. If that is not the problem you are experiencing, then I am not able to reproduce this problem. I ...

Yeh, I thought of that and tried it......didn't work.  Got the same irritating error message.  Got a back-up suggestion?

We have added custom fields to the EstimateList table. These custom fields include lines such as "Unit Price." These fields are saved to the database and work great when we close an Estimate and open it back up later. Today we noticed that all of our custom fields from past Estimates were blank. After some testing, I can ...

We tried to integrate our webpage to method by using web form, and when we go to  the thank you email step, we found we could not type anything into the email body part, is there any way to fix it soon? thanks for help