Method Community

Hello Alex, Here's my answer.  With the error you mentioned above it seems like it is coming because of the .Net Framework. I looked for that error on google and i found out an article suggesting that make sure you are using the most recent version of the .NET Framework which is relevant for our report designer. This ...

Hello Meghan, I have created a support case for you to look into the issue with Authorize.net. Someone from support team will reach out as soon as they are available. -Inder

Hello James, Just want to update you on this issue. Please refer to this Forum post as how to add BillEmail field on the invoice screen is explained in that post. If you have any questions please let me know. I hope that helps! -Inder

Hello Jennifer, Here's my answer. You can definitely add the BillEmail field to the Invoice screen by first copying the Invoice screen and then click on edit screen, then drag the BillEmail field from the Add field option from the left pane to the screen. Once the field is added to the screen, you have to assign actions to ...

Hello Robert, Here's my answer. Originally in the default Case table, these are the fields which are associated with Entity and Contacts. Entity: BillAddressAddr1, BillAddressAddr2, BillAddressAddr3,BillAddressCity,BillAddressCountry,BillAddressPostalCode,BillAddressState, ...

Hello Blake C, Here's my answer. I tried the steps you mentioned above and replicate the same issue as described by you. I believe once you are trying to clear the "Subitem of" field in Method and you send back to QB,it seems like it does not like the blank value since you can change the value to something else and there is no ...

Hello Robert, What kind of views documentation you are looking for? If you can provide a bit more detail that will be really helpful.  -Inder

Hello A.Jones, Here's my answer. In terms of using a Team in the Assigned To field you have to first create Team from the Team Members Screen : From the Dashboard, go to Settings > Team members. Choose a team name for your team and type it into the field (e.g. Pipe Queen). Under Team Leader, choose your personal ...

Hello Roy, Yes, you can print batch of Sales order from Method also. You have to add a Print button in your SalesOrderlist grid and then assign actions to that button to go throgh all the sales order and give you desired result. For that you have to customize your Sales order screen. In order to accomplish that create a ...

Hello etm, Thanks for the explanation. When you mentioned 20+ people, are you going to add them as customer or you are going to create one customer and then add conatcts under that customer? Are you trying to select the activity type and select multiple customers/contacts from Activity screen? One thing I would like to let you know is it will ...