Method Community

Hello Ian, Is it that you want to know if there is a default Sales Order template (report) in Method? If so, we do not currently have one but we are looking into adding one soon. Also, there is no default option to send out emails with the Sales Order attached. If you would like to customize your screen to send out emails with the attached ...

Hi Beth and James, I wanted to just add in some of my own, personal feedback, with my experiences with Citrix and Terminal Servers.  I actually helped Right Networks and Insynq, both of which we are partners with, to get Method setup and installed on their environment.  While I'd love to say that our level of involvement during the ...

 James,  Thank you so much for your generous reply and the time you took to share your experience, this will be helpful.  I will keep you  informed as I am confident I can make this work.  This is a great opportunity for the customer I am setting up with Method but also to his remote accounting provider.  I hope to ...

Beth, This is a very interesting question, and I think important also. As an IT infrastructure manager I had staff supporting large Citrix farm environments and as a small business owner I've used Terminal Services on Windows Server 2003 to host Quickbooks. Terminal Services for Quickbooks worked well except the Quickbooks licensing system ...

 Hey Beth, If you can send me your email address, we do have a troubleshooting guide for desktop installations. You can use this to help you troubleshoot your setup. This will be made available for everyone on our website soon.

 Hey Beth, We do not have any documentation that is meant to get users started with a Citrix/Terminal Server setup. What we recommend is that you follow the normal installation instructions located in Method. Once you have this done, you can have your IT specialist start to troubleshoot any problems as they start to show. However, ...

Hi Amanda, Sorry I did not make it clear, what I mean is does method has the function to sent out sales order directly from method with certain template, thanks for reply. Ian  

 Hi Ryan,  Thanks for your reply.  I am in customer Method set-up opportunity where their QuickBooks is hosted in an environment that is Citrix but not with the mentionned providers.    I will not require technical assistance from your team, I do have an IT specialist that I can work with.  Is there ...

 Hello Boyd, This suggestion forum is dedicated to Method users. Please bring this up with the QXpress Team as a suggestion for a future webinar topic. Here is the link to the QXpress forum: http://www.qxpress.com/cs/forums/9.aspx. Thanks.

Hello Ian, Yes, it is possible to send emails to the customers with the attached Sales Order PDF file. A tip for you; add a button to your Sales Order screen and you would want to ensure you save the sales order, then generate the report, after which you send the email. ;) Hope this helps.