Method Community

Hi Neil, Can you answer a few questions for me please: What type of changes are you making that don't affect the total? Describe the steps if possible.  Are you able to reproduce this issue consistantly? Does the total on the PDF match the total on the grid, at the bottom of the Amount column (after the grid is updated by the ...

Hi Neil, Are you using the Print Preview button on the New / Edit Estimate screen, which generates a PDF? Has this screen been customized in any way? When you click the Print Preivew button this should save any changes you have made, before the PDF is generated.  If you are referring to the total on the grid on the ...

Hi Brett, This is how it should work, and the gadget was designed with this use case in mind. On my end, I opened up an email in Gmail (I used the noification email from this forum post), and then I added an activity using the Gmail gadget.  Then when I opened up the Activity, the Subject field contained the subject from ...

Hi Robert, Thanks for the screenshots. Can you please try changing your expression to [StartDueDate]? Unfortunately this is a known bug with the Report Designer, when the table is referenced the field isn't displayed. When you open up the Expression Editor the table name can be added automatically, so remember to delete the table name before ...

Hi Michael, That makes sense, unfortunately the limit is 5 attachments per email. As an alternative, you could design a portal page where users could download documents assigned to them. This question was asked on our forums here: http://method.me/cs/forums/p/4905/18827.aspx. Instead of attaching the documents to the email, the email ...

Hi Glen, If you are referring to users in Method, these would be deleted with the reset. Of course you could add them again following the reset.  Could you actually call our support line to have your account reset? This won't take long, we just have to verify we reset the right account  Our support can be reached ...

Hi Michael, Sounds like you understand correctly. At a high level, your entire action set to prepare and send the email would do something like this: Initialize the action result which will hold the body, with this action result add any static text (before the table) to the body of your email, and initialize the table's ...

Hi Michael, Emails can contain multiple attachments, when setting up the Send Email action you can click the plus sign beside the Attachment Location field to add more attachments. If you're not sure how many attachments you need, you can use conditional statements to setup different combinations of Send Email actions with different ...

Sure Glen. Just to confirm, after the reset you will lose any customizations/screens you have made in your account. Your account will be in the same state as when you first signed up. Want me to proceed with the reset?

Hi Glen, Method is designed to be used as an add on to QuickBooks, and always connected. Although it is possible to use Method on its own, you won't be able to take full advantage of the platform so this isn't recommended. It is probably due to to the disconnection between QuickBooks and Method that you are getting the customer ...