Method Community

Hey Mahlon, I just tested this by creating a new activity from an opportunity and it does seem to choose the default one set in the activities preferences. Is this still an issue for you? -- Loi

Thanks Loi, I sent you a private message

How can I add a tag to a contact when they submit a web form? The contact table is not part of the web form wizard.

Hey James, Can you email me or direct message me your account name and also be sure to have MethodSupport turned on for that account so I can take a look? I wasn't able to replicate your issue. -- Loi

Any thoughts on this error?

Hi There, Ive just heard back from our team that the code fix for this Issue is now live. Are you able to confirm for me that you arent experiencing this issue any longer? Thanks! Regards, Ben

Hi I am just looking to tweak and make pretty the standard invoice which comes with Method - I'm wondering if there is rersource anywhere with a range of these options as I suspect I'm not doing anything new and would be happy to avoid re-inventing the wheel if possible! Thanks Rick

thank you Loi, The issue isn't in QBO, it is in method. When you combine a customer in QBO everything merged into the customer you want so the invoices are already where they need to be in QBO. What I need are the invoices to be in the correct customer in method because our sales team uses method and does not have access to our QuickBooks ...

Will this create a new Google calendar when he reconnects?

Hi Scott, From Method there isn't much we can do until the matter gets resolved. You should be still able to locate your customer in QuickBooks Online as customers cannot be deleted and are marked inactive. In QuickBooks Online you can show your inactive customers by going to the little gear which you can find in the top right corner of the ...