Method Community

Spoke with Wayne on live chat about this but I wanted to put what im attempting out on the forums to see if anyone had any ideas of how to pull this off if Method can not. Would infusion soft work for this? I have a screen that is set up to send out shipping notifications via email to clients once their items have shipped. This notification ...

I am looking for a way that once a account manager emails a client a shipping notification that it could automatically set off a series of time delayed reminders for the account manager for follow ups. Is this possible to do with activities tab or will I have to set up the automation under the email button itself through a long series of actions ...

Is there information anywhere that can tell me how information from quickbooks is named/stored so that when trying to do actions I know where to pull the information from? I guess I am really just asking if there is a guide or webinar on how things are named/stored when they sync with quickbooks. Thank you!

Hello all! I am wondering if it is possible in method when I send an email to time an automation from that time to trigger several automatic actions.....at say 7 days and then 14 and so on Method would send out task emails to various workers.   Any feedback is very appreciated! Thank You!

Greetings all! I did a Verify and Rebuild Sunday Sept.30th of our companies Quickbooks 11 file. Afterwards I left Method up as usual to synch that night . It is currently not able to do a full synch. It is synching most changes however and gets through a large part of the process. After it gets through a lot of the process QB throws an ...