Method Community

Hey Marcelo, Please refer to:  Adjusting the days will allow you to view transactions from a larger date range. -- Mortaza

Hi, I just found out that I have duplicated "Non" and "Tax" exists in my SalesTaxCode database. Seems the last two which "ListID" has values are from QuickBooks, not sure what other two are from. However, it will show two "Non" and two "Tax" while user choosing tax code, so I have to remove one ...

I have a client usining Method Classic and New.  On some users the email preferences in Classic (server, signatuire, etc) do not display in New. Does it need to be setup in both places?

I'm not sure if I understand this. Where does this toggle take place? I have several clients that were on method classic. While method new was in beta, we developed some appsfor them to use. They use method classic for some processesand method new for others. We are gradually doing more and more in New as we develop ...

Seems like after a while the estimates we create in method disappear.  They are still in Quickbooks, but they disappear from method. Is there a way to correct this?

Hey Mahlon, There is no feature that lets Users decide which platform to send notifications to.  The only way currently to have notifications open in Method:Classic is to switch the client's platform toggle back to “Classic” and remove access for Method:New. -- Mortaza

When you have a broswer open with Method New and have a screen open and you minimize the screen and move to another monitor, it freezes.  With only the dashboard open, no problem.

What if you have both Classic & New open for the same account. Have a few clients using both.

Hi Mortaza,   I left the office right after posting that, so I did nothing to fix it, however when I came in this morning it is working again, so I am certian it was nothing on my end. But it is all good now. Last sync started on: 15-Sep-2015 06:37:52 AM Thanks and have a great day.  Maureen