Method Community

That's great Mark!  Justin, you can use the List Builder to send out mass overdue balance emails. Here is an article in our Help Center about the List Builder. In these emails, you cannot include an attachment of their invoice(s), but you can include a link to the Contacts portal where the recipient can log in ...

I send a newsletter each month. Each month I have new leads and contacts. I do not see where I can select the newest non invoicable clients for the export file. The list builder also contains some business contact emails that I must edit out before using the list.  do not wish to re-edit them every month.  Can I edit the list builder to ...

Hi jessicagoodwin, The other customers aren't being deleted, they're just not being displayed because you're filtering by 'Type'. If you remove the text in the filter box and click Cancel on the bottom right corner of the grid, the original list will show up. Easiest way to include multiple customer types for your ...

So basically you are calling an Invoice a "report" - From a development point of view and especaiily in QuickBooks, an Invoice or a Purchase Order are not really considered to be a report. The invoice only includes the list of items and the customer's information. I can generate it from within my app directly but as Method does it ...

Michael - it appears that you have to give the new linked field a name that's unique from left-to-right: when the merge command is parsing the field name it stops as soon as it "reads" an existing field name. To illustrate: Customer.RepName   - works Customer.SalesRepName   -- merges out to ...

[quote user="KevinB"] Will do Danny - thanks a bunch for your assistance. Geez, with all this GMail love from you guys, I'd think your product would be supported bt Google Chrome Cheers, Kevin [/quote] It will be a great day when we announce supporting Chrome as a browser.  I personally use it daily and love it.  A few ...

Hello, You can send mails directly from Method but currently there is no way to directly receive e-mails in Method. There is the Outlook add-on that allows you to send e-mail to Method, however, this wouldn't help us achieve what you are looking for.  To enable Method to create a new case when an e-mail is received would mean that Method ...

@MisterBill Is this the first time you are trying to create a portal for these customers? Can you provide the steps that produce this error? I was not able to reproduce the issue on my side and I need a bit more information of the problem so we can troubleshhot it.  

I fixed it! Thanks so much for your help guys. BUT! I have one more question. When a customer clicks the link to: "Ask a Question  - Create a new customer service case." the system sends me an email to (again) the wrong address. Where can I change that? Aaron

Hello MikeB, Here's my answer. You mentioned that in your Tab section "Subaccounts" email field is pulled from Customer Table , but if you look closely at the SQL script it is fetching values from Contacts table (eg :Contact.email), that is the only reason it is not populating any data in your grid. Instead ...