Method Community

Once I've tagged a donation, I am unable to remove the tag. Should there be an "x" or something to remove the tag when needed? When I hover over the tag icon, and click the "gear Manage" link, nothing happens. Should I get a menu? I'm using Chrome on a Mac. Thanks, Katie

hi Method,  anything I can do in Method or in QBs to solve this issue? we are facing lots of similar issue in our system now. please help, it does block our accounting job. --

Hi, The bill is created correctly in Method, but failed to sync to QBs 2016 Desktop Windows. The error message is followed. The question is, why <TxnLineID> are "-1" in two Bill line Items? Is there something wrong here? Please help, there are several same error in our system, which blocks our accouting job. -- QuickBooks ...

Hi Katie, Merge fields are a way of connecting data contained within your Method Database to your Reports and emails. There really isnt an imposed limit on which fields are 'Merge fields' per se, just about everything can be used as a merge field! If you were looking for a complete list of All the Tables ...

The following updates are now live for users of Method. Features Fix - prevent the duplication of invoices when rapidly inserting from work orders (PL-4835)

Hi Ben, thanks, I had used that but it did not allow me to add a logo and I was not clear how to add all the fields I need. I am not familiar with how to get to table/fields you are referring to...which is why I was hoping to get a list of merge fields. If you can refer me to the table/fields I think that will help. As far as the logo, I ...

Hi TheLeaves, I just answered your other related post over at https://www.method.me/cs/forums/p/9480/31917.aspx There arent any restrictions in place as to which fields can be used as Merge. Any table/field you have access to in Method can be used in some fashion! I could really go into great detail here, as there are some caveats ...

Hi there TheLeaves, Merge fields can be a tricky one, but once you have the hang of it youll be customizing Print Templates in Method in no time! Firstly, while you certainly can customize the template through the report designer or create a new one from scratch, everything you are describing can all be done through the standard Thankyou ...

In Method: Classic there used to be a list of practice case studies to introduce users to different parts of method and gave real-life scenarios. I was wondering if there was anything like that in the works for Method: New? Obviously, you guys are still working on pushing out content, but those practice lessons helped a lot in Classic and it ...

Where can I find the most succinct set of instructions for customizing a thank you letter to send to my donors?  I need to add my logo, add mail merge fields (donor name, address, amount, payment type, check number, in memory of, etc.) The send a recipt options comes close but then it shows fields that I don't want my donor to ...