Method Community

Hi Mahlon, We leave the Note/s field(s) out of our stock screens on purpose, to discourage their use in place of Activities. - Justin

Hi Nick, Sorry for the late reply, looks like this one slipped by me. Please email me the Report Name of the report you would like restored, as well as the Company Account name of the account. Please ensure that the MethodSupport user is turned on by navigating to Customize > Users in Method and checking the box ...

Hi Marcelo, I did get the email. I've added this forum thread to the ticket we have in with our development team to fix this issue. I'll post back here once it's resolved. - Justin

Hi Jeremiah, When you create an Estimate or Invoice in Method, it will pull over the current billing information from the Customer record. So if you change that information, the new information will be pulled over going forward, but the old ones should retain the information from when they were created. Hope this helps. - Justin

Hi Nick, Due to limitations on the QuickBooks side, it is not possible to change the properties of any core accounting fields in Method. In this specific example, QuickBooks allows 41 characters for the CompanyName field in its Entity table. We adhere ...

Hi Mahlon, Are you asking how to implement CAPTCHA with our current Web-To-Lead forms, or requesting it as a feature for Method:New's Public Pages? - Justin

Hi Marcelo, The only forms of payment accepted through Method are major Credit Cards (AMEX, Discover, MasterCard, Visa) and Electronic Checks (e-checks). E-Checks are currently only supported through ElectraCash (Willow-Systems Corporation). Hope this helps. - Justin

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Hi Mahlon, I've opened a ticket with development for this, I'll keep you posted. As far as the Contact and Customer Notes go, these fields already exist and can be customized into your screen(s). The Note field in the Contacts table is for contact notes, and the Notes field in the Entity table is for customer notes ...

Hi Mahlon, I've opened a ticket for our development team to look into this. I'll keep you posted via this forum thread. - Justin