Method Community

I am noticing that not everything from Method is coming over to QB. One example was a PO that we entered with one item and then replaced the item with another.  That change never came over.  I had to delete the line and add a new one and then it came over. Now, I am seeing that some sales orders are not coming over.  I can create ...

Is the spell checker function Method or the browser?  I have reports that words aren't not being added to the dictionary when instructed to do so.  I am unable to determine if the spell checker feature found in activities under Comments are driven by Method or utilizing the browser spell check abilities.  Can you clarify? 

Upon further testing, as an administrator, it seems to work fine, but when I a "staff" member does it, it does not work properly.

When we create invoices in Method, it does not calculate the Due Date correctly.  It seems to be back-dating the due date even before the Invoice date by a few days when most terms are Net 30 or 2%10 Net 30.  When I create it in QB, it is correct.  I exported the terms from Method and all parameters appear correct. 

Michael -   Access has been given for Method support.  As I mentioned, it is never all the time that this happens.  Of the 30 contacts added manually since we went live on the system, it happened to 7 of them.   Emily

It turns out this issue is more wide spread than I thought.  It is also happening with contacts, where it appears to save, but it doens't actually save the customer so it is a detached contact.  The issue only started appearing 10/21, which is about when I created that custom table.

When I first set this up, I chose HTM thinking I could throw it into the body of the email.  It didn't work, so I chose PDF and attached it.  Then I got the email with an HTM attachment.  I went back to the action and confirmed it was set to PDF.  I then changed it to PNG and confirmed I get a PNG attachment.  I went ...

Yes, this issue was resolved when you alerted us of the fix.  Thank you!

I am posting this as a solution since I could not find any other post asking how to go about sending faxes from Method.  I made a custom field at the customer and vendor record which was the Efax Email.  As long as you are signed up for an efax account, you can utilize their services to send a fax via email. 1. Create a custom field for ...

I was able to implement as you suggested but ran into a bug.  We have items that have a "+" in their name and would not work for the grid filter where the Assembly Item = the Item Group or Assembly List Item Name.  I had to add a hidden Assembly Item Record ID onto the screen and use that instead.  So, reported bug appears ...