Method Community

Hey John, As we're still officially in the soft launch phase for the new version of Method, there are a lot of features on the roadmap to be released. I don't have an ETA to give you in regards to Emails out of Activities but it's a feature that is defintely in the pipeline. - Mortaza

  With Method, you’re already saving time by having all your data in one place and synced with QuickBooks. But we’re always looking at ways to help you become even more efficient in your business. This is why I’m excited to tell you about the addition of our Import/Export tool in the new version of Method.   What ...

Hey, I would suggest making a copy of the Listbuilder screen and looking at the actions on the Process All button.  In the action list (at around action 23) you will see the Character Function being used and specifically the merge fields function.  What this does is it takes database terms in the email template (your merge fields) and ...

Thanks for your reply. I began using a different form thinking that it may solve the problem, but I was still recieving errors as of 8/11/15. When I attempting to use the form CollectBillingInfo @ Justin this morning it worked! I'm not sure if you did something to fix the FullName problem that I was encountering before or if this issue ...

Hello again Method! So we are having some issues with our POs not being fully received. We had to modify how we enter bills in Method to how we enter Bills in Quickbooks. This is how we used to enter bills in Method: From a PO we would make the item receipt. Then to make the Bill it wanted us to choose from POs that were fully received. This ...

Thanks! Looking forward to it

Hey Mahlon, I sent you an email, to update our thread for other members the issue has been fixed and we are waiting for deployment. - Mortaza

All looks good! Thanks a lot.

A hotfix has been deployed to correct issues related to importing and API endpoints.   Users should now receive proper messaging within the Import/Export tool as well as from our API endpoints. Cheers Jon

Hey, Sorry for the late reply. Had a chance to look at the log and I see on step 8 of 9: you have Default Values assigned for the AssignedTo fields. The default values were set to Nicole, it could not find that because Nicole on the system is is titled: 'Nicole Hull'. As per her User Name under Customize > Users. Head over to step 8 ...