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Hi Stephen, This is actually a little more complicated than it sounds. Since sales orders don’t have an email template and the sales order screen does not contain an action set for sending an email, you will need to build these. To create the email template, you can copy the estimate or invoice template and modify it for use with sales ...

Hi Matt, Sorry again that this post slipped past us. As per our email conversation, I was able to replicate this error and have created a ticket for the development team to investigate further. I’ll keep you posted on any updates that I receive via this thread. -Audisho

The following updates are now live for users of Method.  Service improvements connecting Google & Intuit accounts (PL-856) Improvements for accessing account details & cancel account screens (PL-904) Fixed ability to open system pages within separate tabs (PL-1033) Fixed styling issues within ...

I created a custom sales order using the Method Integration Report Designer which looks great.  I want to be able to email this custom sales order document that I created. I'm not looking to send one of my suppliers a portal where they can download. I want the custom document attached as a PDF in the email. How do I get the document ...

Hi tmeyer, It looks like your Google Chrome is a bit out of date. Head over to Settings > About Google Chrome and it should prompt you to update. -Audisho

cleared still the same thing, just changing tabs causes it.  method classic works fine 1. windows 7 service pack 1.   apple computer works fine 2. Version 40.0.2214.45 3. doesnt appear to be no 4. not many, only consistant thing is method classic and new maybe one other 5. yes- same thing happens incognito 6. tyring

Hi Stephen, You can use Method’s Import / Export tool for importing data, but it only accepts CSV files. If GoCanvas.com allows you to export as a CSV great! Otherwise, you may be able to make use of some type of XML to CSV conversion tool. You’ll want to keep in mind that your sales orders and their line items are stored in 2 ...

Hi Mahlon, I don't see it. Am I missing something? -Audisho

I am trying to figure out how to import an xml file to populate sales order fields. GoCanvas.com fields can be exported to an xml file.  I want to import that to Method CRM and use the data to create new sales orders. I also want to attach the pictures from GoCanvas.com to the customer's document link.

Hi Jamie, Please see my reply to your other post here. -Audisho