Method Community

Hi Juliet, This appears to be a Support question, and I would recommend contacting us directly for any sync related issues like this.  Since you have included your contact information in our signature here, someone from Support will contact you shortly to troubleshoot this with you.  Without knowing your company's setup and without ...

Hi Adrian, You can easily update the Opportunity related to each Activity by exporting your Activity table and change your Opportunity number, from the Opportunity Column to the correct one.  When all of your records have been updated, just import this saved file back to your Activity table, and ...

Hi Scottaskinosie, You are partially correct here, the issue is each of the screens you mentioned are based off different tables.  The CustomerList screen is based off the Contacts table, however the EditCustomer Screen is actually based off the Customer Table.  That being said, both tables have a "Notes" field, but there is ...

Hi Eric, You did come to the right place to ask your question, however based on the information you have given it is a little hard to say for sure that we can accomodate for what you are looking for.  In terms of screen customization, from what you mentioned, I believe it would be possible to customize the screens as you are requesting. ...

Hi JShoff, I just wanted to give you an update on this PayPal issue with only being able to receive payments through US Currency.  I did receive some word back from our development team that they do see how this option can be made available on the Method side of things.  They will be working on an update for this, and we ...

Hi Blake, I did try this in my own test account, and was able to replicate the issue you mention above.  I am going to send this to our developers to see if there is anything we can do about it.  I did notice in my testing, that if I removed the sales person completely, directly from QuickBooks, then this change would sync over to ...

Hi Kenneth, I can think of a couple different ways you can do this, depending on the level of customization you are comfortable working with.  The first option would be to change the "Invoice Notification" email template located on the Home->Email Templates Screen.  You can simply add the main Contacts_Portal link ...

Hi JShoff, Sorry for the delayed response, I have created an internal request to get some more information regarding your question.  I will post here as soon as I get some additional feedback on this topic. -Ben

Hi David, As mentioned in my last post, here is the write-up...I will assume you have created a copy of your Purchase Order Screen and are in the Method Screen Designer (Customize-Screens, edit "PurchaseOrder(2) ).  Go to the "Text Change" Events for the "Vender" field located in the "Add/Edit Purchase ...

Hi David, We actually discussed this issue in a little more depth on the phone when you first posted this thread.  The issue we have is that Method is not able to access the Quickbooks Company "ShipTo" field, if you look at the Company table in Method, this field does not exist.  This is the reason why we do not populate the ...