Method Community

To update this forum post: This issue was addressed through consulting time. -Michael

Hello, Thanks for all the ongoing help :)  Great support staff/forum/community here. I've been trying to figure out how to display the dates for the most recent Customer Call, Meeting, Email, Contact, etc. in the customer screen in relation to that customer.  I noticed that some objects like datepicker could easily display dates ...

We have held a number of webinars in the last year and based on your feedback, everyone seems to really like them. We believe they would be even better if you were involved in coming up with the webinar topics, so it's time for you to tell us what you would like us to cover in future webinars. You are probably working on a customization ...

Aloha, We have a website (NogginBuilders.com) that takes orders from a customer.  We then use an API to sync information from the website into Mehtod.   The Sales Receipts and their associated Sales Receipts Lines come over to Mehtod perfeclty.  The only problem is the Sales Receipts do not automatically sync to QB.  ...

I have run into an issue with the update call with the api.  On the contacts table, it has stopped updating every field every time.  I can not say why this has happend.  I am running the UpdateV2 call via SOAP.  When I run the call, sometimes it will update every field, but sometimes the fields LastName, Email, and Phone ...

Hi, Starting this morning (Los Angeles time), we exerpeicen the issue that email with report as attament does not work. The email is sent but no attachment. What we are dong is to generate a report and save it to a action result, then use this action result as attchment when send out email. If we just generate that report and show it in a new ...

Everytime I get an email notification emai for a metting reminder I get an error email, somehow method is trying to send email to my cell number and I don't know how to change that. I looked under my profile and under cuztomize, users, settings but I don't see anything. Mail Delivery ...

Greetings, Pressing the save/email button when creating a new estimate is causing issuess. When Method sends a email to the client it now has a attachement of the estimate.  The problme is the estimate is somtimes filled out or some things are missing like estimate  number. If i press the save button then press the save/email button i ...

Hello. I am trying to find a way to have Method automatically send an email to every customer. 8 months from the date they become a customer. I undertstand there is a way to do this manually, however, i am trying to see if this is an option that would work. For example- We create a new Customer/ order in Qbooks on Jan 8th 2016. . Qbooks synchs ...

Hi,   I was asked to repost the following emails for possible solutions in the forum:     Question   To: Wayne Barbaza Subject: Disabling Portal   Hi Wayne   Is there a way to completely disable the customer portal so that nobody from outside our office can log in to their account for any ...