Method Community

Greetings, When i send a estimates or invoice or payments, the customer gets a email then presses on the mini url link and they are taken to a screen where they enter their email address.  From there they can see their invoices, payments, estimates, and cases.   When I send a case to the customer, the customer gets a different screen. ...

I am trying to get up to speed quickly on this and got stuck. First I am finding 'fill list with' extremely slow.  I am asking for 'is active" - "lead statusonly".  I have been calling it then working on other stuff until it populates.  Is there something I can do to speed it up?  also can I stop a ...

Hi if I use the activity and send and email to a customer it gets sent not problem so I know my mail connections are working fine. Howerver I am trying to use the list builder to send an outstanding invoice reminder, I populate listbuilder with the invoices, then I go to process the list and it asks me am I sure I want to send an email to ...

Hi Chad, yes, this is a custom screen. Most of mine are. Normally I email these issues to Michael and he is able to fix them pretty quick but he is out this week. Thanks Bryan

How do I make the email body bigger in any screen, so I dont have to scroll down so much?

The following updates are now live for users of Method Fixes Opportunities - Fixed an issue where the Reorder Rejection Email preference was not being respected. (PL-49945) Estimates - Fixed an issue where the Master Admin would be assigned the sales reps completed activity. (PL-49924) Web to lead - Fixed an issue with undesired scroll on ...

The following updates are now live for users of Method New Features / Updates Email Settings - Failure reason will now display when attempting to authenticate a domain. (PL-45308) Fixes Estimates - Added logic when a deposit is paid to sync the transaction. (PL-47277) Activites - Fixed the Save & New experience to set focus on the ...

When will activities have email functionality built in?

Also worth noting that Sync with QBD and QBO information exchange with the API Customer Portals Email notifications from Method are severly impacted to non-fuctional.  We know you guys are working hard!!  Just FYI - this goes beyond being able to log into Method or not.

There appears to be a toolbar conflict that is causing this. You can try removing some toolbars and re-installing the Outlook Add On.