Method Community

Hi Cameron, You can check the Audit Trail under QuickBooks > Audit Trail in Method, if you'd like to look something up. If you want it in email, you could add a Send Email action to the Save function on your screens. You'd most likely want to build the body of your email into an Action Result using the Character ...

Hi sdminno, When your customers log in to your portal, they're essentially logging into your Method account. They are locked down in terms of the screens they can see (only screens in the Contacts Portal tab of Method), and there are some built-in security features (they'll only be able to see things  associated with their ...

GetRXd, 1) Why would you add an email field to the Estimate Line grid? Are you referring to the Estimate screen itself, or the Estimate Line Grid? Either way, adding this to your Estimate table wouldn't make it available on your Invoice table, you'd have to add it there separately. 2) You could probably design a report in Report Designer ...

Hi Mahlon, I've opened a feature request for this. I'll post back here with any updates. - Justin

Cameron, That should be the case. Let us know if there's any issues. - Justin

Hi Cameron, It just populates the dropdown field with what you've specified in the action. If it's not an option in the dropdown, you will get an error when you attempt to Save the Activity. If it is an option in the dropdown, it will get matched up to that entry. Could you describe some more about how your filtering works? - Justin

Hi Robert, I've created a case for your issue. One of us will reach out next week to take a look with you. - Justin

Hi sdminno, This is most definitely possible. Our stock Contacts Portal already contains a Search Solutions tablink, which will allow your customers to search through any Solutions you have entered in Method that are not marked as Internal. The portal currently is not skinnable, however you can customize it to show your customers any of ...

Hi Mahlon, I've opened a ticket with our development team for this. I'll keep you posted. - Justin

Hi Brittany, I'm still looking into this for you. I'll post back here when I have some more information. - Justin