Method Community

I'm not sure if that's what I need to use or not but I have a CUSTOMER screen based on the CUSTOMER TABLE.  I have a GRID with select and the customer name so I can choose a customer and see all their info (name, acct#, address, contact info, etc.) I also have another GRID on the screen that referrs to a "SURGEON CONTACT ...

We are currently creating invoices in our QBO file and transitioning this task to Method. For some reason, when viewing invoices in Method, the BillAddress fields are  mis-aligned. Invoices look fine in QBO, but in Method, the company and contact names are not displaying for many records. I knew the information was available, just not ...

I am editing the 'Email' hidden button on the Contacts screen.  I edited the 'Create Short Method URL' to change the portal being used.  The 'Contact RecordID (optional):' field was empty when I opened the action.  I left it empty.  However, when I Save & Close, I receive ...

There seems to be some bugs with the max field length for text fields in the "Edit Fields" popup when customizing tables. Since it autoemails you for each time it happens, you've probably recieved 50 emails from my end in the last 10 minutes. Bug 1: If I click on a max field length, don't make any changes, then click on another ...

 Hello! I've customized the default email preferences, and I've also created a noreply user, as I found in another post on the forums. The issue I'm still having is that the from on the emails show this: noreply=springsfnd.org@methodintegration.com; on behalf of; noreply@springsfnd.org Is there a way to take the ...

Greetings, Method Feb Ver> Bills: TemplateOnlineCRMWQBDesktop #112> Expences lines> I did a cost of good sold account, enteted the cost, put note in the memo field, chosed a customer, made it billable, chosed a class and i get a error message. I also see the delete line is missing but that could mean i only have one entry and i am ...

We are having trouble with the payment portal. When customers login using their email addresses they cannot select the payment type (i.e. - Visa, Mastercard, etc). There is a box that says "Payment Type" but only the words "credit card" appear there. How can we fix this so that customers can choose their payment method? Some ...

My issues are recurring billing a new module we purchased call Method Scheduling & Invocing The major issue is that once a batch of reccurring invoices are entered I have to manually go through each item entered and email send the invoice. Is it possible to send all recurring invoices at one time. Also, once something is emailed is ...

Whenever we try to save a new record, we receive the following message:   Please make sure a value for 'Customer Name' has been entered. It is a required field. Additional Information Action Sequence Order:1 I have seen this error before and have clicked around on the Customer table, logged in and out ...

Greetings, When creating a case, I need to have 4 people infomed that a case was created. I thought by adding the 4 contacts in the customer file would do the trick but its not working.  The only person that is getting emailed is the first contact.  I see that the person that is getting a email has the word contact, under the type ...