Method Community

Hello Sharron, Can you expand about on what you mean by rendering HTML, you are talking specificly about Method Web-Forms?  Are you wondering if you can add html code to the text fields? -Ben

Hi JWS, There could be a couple of ways to approach this, but this depends on how are you are attempting to add your customer's signature.  We have had this request in regards to mobile users in our forums, I found this link, which talks about how it can be done using a specific Android Application.  I am not making any ...

Hi Mike, The best way to accomplish adding both your company logo and formatted text to your email signature in Method would be to use a mixture of some basic html and CSS code while entering this information. Here is a great link for learning some basics for html and CSS if you don't already know how to do this.  Keep ...

Wildliferemoval, Thanks for the feedback, glad we could help! -Ben

Wildliferemoval,  I apologize, I believe I missunderstood what you were requesting in your first post.  I did a couple of tests on my own and created a button on my Work Order screen called "Save and EditCustomer", which will save the Work Order, then open my EditCustomer screen, and populate all fields for this same ...

Hi Wildliferemoval, There are some great examples of this being done from some of the existing stock Method Screens, I have a forum post here should help pinpoint how to setup these actions.  In this example, from the Estimate screen, when you click the "More Actions" button at the bottom of the screen, you have the option to ...

Adrian, We still haven't received an email from you with the CompanyAccount Name you login with (please email this to support@methodintegration.com ), this would be required for us to look into your account further.  Also, when you send this email, I would suggest sending us the copy of the original, unaltered file you ...

Kbquinn, At this point, I am not completely sure if Method just isn't accessing these fields from QuickBooks because it has not yet been setup, or if this is a Quickbooks SDK limitation.  Either way, unfortunately at this time, Method does not have the ability to sync with these other alternative ...

Adrian, I have been trying to replicate this in my own account, but am unable to get this odd behaviour to occur.  Would you be able to turn on MethodSupport in in your account so we can take a quick look to see this first hand?  This can be done by going to Customize-Users, and in the "Edit an existing User" area make ...

Hi kbquinn, From what i can see, with some quick testing, we can sync over an Alternative Contacts "name" field for each Customer, but only if when adding this to Quickbooks, you use the contact type as "Secondary Contact".  However, this appears to be the only field from this area that will get synced over ...