Method Community

Hey Rick, Sorry for the late reply. When you import your invoices, it creates new RecordID's that the InvoiceLine records will not match up with. You will have to go into your InvoiceLine file and make sure to adjust the InvoiceRecordID's so that they match up with the correct Invoice RecordID's in the invoice ...

The following updates are now live for users of Method.  Subscription Area Granted account admins of expired trials the ability to modify subscription details prior to subscribing (PL-3317) Updated app descriptions (PL-2365) Dashboard Ensured that deleted custom apps no longer display on the dashboard ...

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 ...