Method Community

The following updates are now live for users of Method New Features / Updates Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification ...

I want to be able to associate an email with an existing case from Gmail.  However, doing so triggers an automatic email to the client with the case update email.  Where do I turn that off?  (Or can I?)

ok i see where there is now a checkbox under customize/portals/contact portals and i put a check in that box did a test but it's still asking for an email address....

Hey Mahlon, Can you please send me an email with the Company Account and I can open a ticket for our development team to take a further look at the error. -- Mortaza

Is there a way for MIE to send an email alert when it loses connection to the Quickbooks company file?  We need to get a notification when the sync stops.

HI Pioneer, If this is still happening can you email me your Method account name and enabled MethodSupport(Customize > Users) -Michael

 followed the instructions on Method to add a birthday field, but I’m running into an issue. When I reach the last step to add the field to the collection form, it’s not available in the drop-down menu. Here’s the link to the article I’m following: ...

I am trying to attach a file to a work order record in MCNationalAccountWorkOrders table. using this API  I include the table name, record id, add to email, and base64 encoded pdf.  See below.  I am getting an error thatt the table name is not valid.  The error message in the response is "errors:[Failed to read ...

Hello, I'm trying to use the API to create a new customer using the APIKey auth method using Postman. Not sure why I'm getting the 401 unauthorized error. I'm adding this info to the header: APIKey: (using the API generated through the portal - I was able to get a 200 response using a GET request with no problem) Content-Type: ...