Method Community

I'm trying to test guest access to setup online invoice payment.  I created a test customer with a test invoice, and added an email address.  I shared the link with that test customer, and was able to follow it up get into Method.   Method prompted me to create a guest account, with a password.  Once I did that, I get the ...

Hello, I am fairly new to method, and want to start by creating a custom web for for my website (www.eatoffbeat.com) that would register customer orders and process them through Method and Quickbooks. The current form (eatoffbeat.com/order-now) goes directly as an email to my inbox. I have not been able to find a tutorial for the new version of ...

Hello, I have two questions about follow-ups. 1. Follow-up notifications: None of my users are getting pinged/emailed when creating a follow-up, even using the "Email Follow-up notification to user when saving?" Is this something that requires additional configuration to get working or should this be a ...

Hi, I am really enjoying using the software. Here are some items I've noticed would be useful to have in Method:Donor: - When viewing the main list of Donations, the navigation at the bottom is only one page at a time. Could you please add a button to skip to the first and last page?  - In this same donations list, when you sort (by ...

Hi I would like to send an email to a customer x days after the completion of a specific task. I have been looking through the forums and there are already quite a few threads about this topic but they are all a few years old and I thought it would be worth re-visiting to understand what the current wisdom is? What methods do people currently ...

Guys, your API is down. No one answers the phone. No one answers the live chat. What now? <string xmlns="http://tempuri.org/"> <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Failure. The API could not validate your log in. Please make sure you have entered the ...

Hi everyone -  I'm trying to make sure that all of our important customer information is showing in Method.  I haven't been able to locate the CC Email, or Mobile fields that are present as (I believe) standard fields in the Customer Information section of Quickbooks anywhere in Method.  I've looked at the ...

Please bear with me, I am coming to this project midway through finishing someone elses work. Currently my customer record has fields for the customer's first name, last name, email, phone number, and alt phone number. I use the phone number for home phone number, and alt phone number for mobile phone number. When I save the customer record, ...

Hi there, How do I create a tab behavior where our users can just tab through each individual field in order when they create a new contact? The current behavior is : Enter first name Tab It ends up on Direct Phone (expected behavior is tab to last name) Our preference would be first name (tab) last name (tab) Autofill Name (tab) Title ...

We've struggled with this since day one with the API. Now we are having an issue with SELECT calls. Received several failed connection attempts at various intervals over the weekend. Most of these are select calls made with the intention of cleaning up DB entries left over after transactions are deleted that could be messing with our ...