Method Community

So I figured out how to upload data into Method. I even build my own opportunity template, but it to work I need the correct syntax for the closing date! So what is it?

Hi John, I just tested out what you mentioned on my personal account and can confirm its happening for me too. Ive opened a ticket with our development team to look into this and see if we can come up with a solution here. For now, you could stick to the method you mentioned of sending your Estimates by saving and then Save&Email separately. ...

One of our employees, when logged in, can see the NEW version and are able to function in that, however, when they log in using the 'classic' version the headers are there but there is nothing else but a blank page.  --- please advise

Where do i specify which email templates are use for what type of task?

I updated as you had stated - in the company preferences and it still did not email as it should or even provide an option to email from the activity panel.  When I went to update the personal preferences, it gave me this error message: The Click event for Save failed to complete. Message: *An error occurred while inserting ...

Hi, we actually upload out time entries through MethodAPI and we enter info into the TimeTracking table: TimeStart, TimeEnd and BreakInMinutes. We then calculate the difference between end and start and subtract the break time to find out the duration. It all works fine until we sync with Quickbooks. When trying to fix the issue, we Update the ...

Hi John, Thanks for the reply, much appreciated. I've looked at these buttons, but I'm still missing something that I can't figure out. As I mentioned, I can create the work orders fine, but something is stopping me from inserting the (predetermined) job items. I figure it is to do with me trying to insert records into two different ...

Greetings, Pressing the save/email button when creating a new estimate is causing issuess. When Method sends a email to the client it now has a attachement of the estimate.  The problme is the estimate is somtimes filled out or some things are missing like estimate  number. If i press the save button then press the save/email button i ...

Greetings. I have a landscape business and I dont work for Method and I can see what your tying to do. While in the work order (wo) have you studied how the "bring job items" action works?   Also study how the create invoices button works in the create invoice screen.  That button has lots of actions on inserting items ...

Hi There, The Activity Notification is sent to both the Assignee and Assigner by default, but only if they are different emails. If you wanted to have your email in the CC field, you could edit the template you are using to include your email address. Thanks. Ben