Method Community

I am having some issues with my dispatch not getting all the customers information and I can't figure out how to get this custom button to work properly.  An example of what I'm talking about. A new lead calls so dispatch goes to the leads tab and clicks new lead. We do not get all their info upfront because new leads are calling ...

I'm with a relatively small non-profit cat shelter that uses QuickBooks Online Essentials for our accounting system.  Because we're all volunteers, most of whom have full-time paying jobs elsewhere, we strongly prefer cloud solutions so we can do work from home as time is available.  QBOE is adequate, although not ...

I am still looking into if there is a way to attach a file (a survey) to emails that come out of method. I see lots of ways to attach reports via the generate report action. Then you can store them inside of an Action Result and send them out. I just want a way to send a Microsoft Word file which contains my survey to clients through methods email ...

Hey Matt - hope all is with you, it's been a while! The TenantID should not be read-only. Does the user you are authenticating with have access to that Tenant? i.e. are you able to sign into Method normally to that Tenant with the user name and password/sessionid you are specifying in your request? Also, are you sure that the account you ...

Wow, this is terrific. We have waited patiently for this capability! I was a bit nervous, my Oulook is my "life" and always afraid to sync other programs with it. After making a backup (just in case!), I began the sync process and was able to define exactly what I wanted to sync from Method to Outlook. Now I will more closely watch the ...

[quote user="VARC_Annette"] He wants to send PDF invoices as he has done in the past from QuickBooks.  [/quote] Annette - To add to this, you can send a traditional PDF along with the email through customization of the invoice screen.  I can walk you through the steps if you wish. - Adam

I'll call in a case; however, I'm curious why this would be a feature request vs. a bug?  

mlepitt, Are you using a customized screen or is it the orginal screen? If its the orginal screen can you enable MethodSupport (Customize > Users ) and email me your account name. -Michael

Glenn - I'll look into this.  Can you please email the Company Account name to method@methodintegration.com and I'll see what I can do. Paul 

Not a problem, glad I could help out. Jeff