Method Community

Hi Mike, This usually comes up when another Entity has the same name.  This is not necessarily a customer or job, it could be an employee or vendor with the same name.  To find out you can export the Entity table with the Import/Export Tool and search for the subaccount in the Name field. Let me know how this turns out. - Adam

Hi alarmone, Our Help Center is the best place to go for instructions.  Here is a link to creating Customers. For info on Field Services, click this link.  You'll also probably want to check out the Work Order article and the Creating Invoices article. For invoicing, I'd recommend creating the work order for the ...

To anyone following this, We resolved this through a call with Grif.  He was subscribed to the Method Q&A forum, and as such got all emails for that forum.  If you wish to receive emails for just your posts, see the screen shot below: Hope this helps. - Adam

Glad to hear it was something that simple.  The default email preferences tell us which server to send the email through (we send to your SMTP server, from there it goes to the recipient).  The actual email is created in the Listbuilder, which is why you still need to specifiy the From email address.  If this isn't there, the ...

In a way yes. The templates will auto-fill those fields, so there is less chance of something being typed incorrectly if you do this yourself.  The only way I've been able to even come close to reproducing this is to put in an email without the correct format for the 'Email From' field (like missing the @ ...

I've tested this on two different account and mine sent without choosing a template.  While the templates are nice, they are not required.  I've also tried multiple scenarios to try and replicate your issue and can't seem to do it.  Could you try this again, specifically without choosing a template?   Did you do ...

Hi nicolalogworks, There are two things I can think of.  One is that you may have not checked the "Send email?" checkbox on Step 4.  If so, then the emails won't be sent.  The other is that on Step 5 when you process the list, you selected to only process checked rows, and your three contacts from Step 2 were ...

Hi Ken, Could you enable MethodSupport on your account and email me the Company Account name?  If you could also indicate which invoices and receive payments this applies to that would be great.   I think the root of the cause is the invoices and not the receive payment.  Are you seeing this error in the Resolve Conflicts screen? ...

VLocke, This is good info.  Thanks for letting us know.  I'll update the team. - Adam

You're right, I was slightly mistaken.  The screens changes will show, however you'll need to sign in to the live site first.  You may see that occassionally when you sign in, there are some screens that generate before you are completely logged in.  This is what needs to happen for your portal screens before they will ...