Method Community

Hi Josh, I am really sorry Josh, I seem to have overlooked your last post here.  Can you confirm if this Method User you created is Active?  You can do this by going to Customize-Users, and "edit" the Method User in question.  At the bottom left of Edit User pop-up screen, you should see a checkbox ...

Glad to hear it. Usually it's a one-off thing where Quickbooks interacts with our Sync engine badly and damages it. It's quite rare, so hopefully you won't have to deal with this again. Cheers, Naeem

Hi Krp, We've seen this problem before. Basically, something funky happened during the QB install which is not allowing Method to talk to QuickBooks correctly. Check out this link from the QuickBooks Support website. Try the first and second solutions to see if they work, if not then you'll need to go through solution ...

Hey James, Thanks for letting me know, and apologies for the delayed response, we were closed for the New Years. I have tried to replicate this issue, but have been unable to. I haven't seen this issue produced by others either. Let's get on a support call so that we can debug this personally on your account. I wasn't able to figure ...

Hi James, As it stands, there are two field mechanisms that exist on the field order screen -- either you can have a field shared by a series, in which case every occurence has that updated (past, present, future), or you can update the field on an individual occurence and the field would be updated on just that one occurence. There is no ...

Hi Josh, You should be able to create new Users in Method that don't require sign-in capability.  I have attached a screenshot of what the user setup screen looks like, notice Step11 "User can Sign-In (counting towards paid licences)", make sure this is NOT checked.  This will allow you to create new users, but ...

Hi Meghan, Meghan, I did look at the webform site you provided in your first post, and I have to agree with everything Mark has already said, thanks for the help Mark.  The URL post method used by formsite website you are talking about is essential what Method is using in our own webforms.  This is how Method retreives the data ...

Hi Dane, I have attached a link here to our Help Center Article on Payment Gateways.  Take a look at the last bullet point on this page, it mentions that currently Method is only able process echeck payments through ElectraCash.  I am sorry for any inconvenience this may cause you, I actually found a ticket we currently have in ...

Hi wildlife, We don't have any webinars on this unfortunately. However, if you go into your screen designer and customize the "New Activity" screen -- find the drop down for "Choose email template" and click "Edit". If you look at the actions for that, you will see a bunch of merge field actions -- those actions ...

Hi Bart, Based on your description this error sounds account specific and we in Support would likely need to see your account in order to determine the issue you are having.  Could please send me an email, either through these forums or the email address in my signature, include your contact information, Company Account name, ...