Method Community

Jason, I followed your instructions but this hasnt helped the issue.  I sent out an estimate today with 19 line items and again the blank page showed up on page 1.  Can you or someone else do some digging and find a solution?   This blank page makes us look crappy to our customers.  Thanks

I have certain estimates that have 10+ line items (estimate #5024 is a prime example) and when i go to view these estimates blank pages show up on page 1, before page 2 and 3 which have the actual line items.  How do i correct this issue?   I know we had consultants do customization, but i dont understand why this issue would be ...

Hey Ben, Any update on this issue?  I havent done much work with changing load actions, so I'm not sure how to fix this on my side.

Whenever I create a new PO the address for my company doesnt autofill correctly.  Line 1 should have the Company Name and then line 2 should have the street address line.  However, the company name doesnt carry over at all and the street address line is added to Line 1.  I looked in Quickbooks and when i create a new PO there the ...

Thanks again Jason!  Good info

I want to add the name of the contact from a customer, to which the email is being sent, to the email template for estimates and invoices.  What is the field name called?   Also, what is the field name called for the vendor contact?  I want to do the same with the purchase order email template i created.

I am looking for some general information/advice.... What triggers this overdue balance reminder email to be sent?    Long story short I created 4 additional overdue balance reminder emai templates that I wish to send out at various intervals (3 days past due, 20 days past due, 45 days past due, etc).  I'm hoping to automate at ...

When is this "notification of payment recieved" sent out?  Is it only sent out if the customer makes a payment on the portal?  If its not limited to just that, what are all of the actions that triggers it?   Also, If I receive payments in quickbooks will that still email out via Method due to the sync? Finally, ...

Perfect info, thanks again!

How can i change the link that is in some of the email templates  http://urlforportal/ into a button inside the email?   And is it possible to make the button show our company logo or another image?