Method Community

Hi pgarofano, You can find the BillEmail field in the Estimate table and it does sync with QBO. This means that once the estimate has posted to QBO, the BillEmail field is populated with the data generated by QBO. All you need to do is add this field to the estimates screen to display it. If you would like to have this field populate ...

During testing a new setup, I usually end up needing to delete some contacts. When deleting a contact you must delete the entity first. For some contacts, it deletes the entity, but will not let you delete the primary contact. So you end up with orphaned contacts. What is the best way to filter the contact list to exclude orphaned ...

Hi tmeyer, I attempted to replicate this behaviour on an iPhone 6 that is running the latest iOS version (8.3) on both Chrome and Safari, but was unable to do so. Would you mind providing me with the following? 1) Which iPhone are you using? 2) What version of iOS are you running? 3) What browser(s) are you experiencing this behaviour in & ...

Hi tmeyer, I have not run into this issue myself and I can’t seem to replicate it either. I suggest you try clearing your cookies and cached files in Chrome to see if this resolves the issue. You can read how to do so here. If this doesn’t work, maybe you can provide me with some additional information. 1) What operating system are ...

Hi Alex, Yes, this is the forum for Method New (M:N), welcome! If you would like to obtain access to M:N, please contact your account manager to discuss. Keep in mind that not all features available in Method Classic (M:C) are available in M:N just yet. We do have a migration plan for converting customization from M:C to M:N, but this will take ...

How do you add the BillEmail field to the Estimate screen and auto-populate it when selecting a Customer on QBO? Thanks.

if your in any app, like changing customer info or opportunities and you go to any other iphone app thats already open, lets say to get info from iphone contacts, when you go back it always reverts to main dashboard. you have to go back into customers app, then customer and edit again. anytime you leave the method browser the app closes and ...

if creating a new lead, and you change tabs in chrome, when you go back to method tab you get " oops something went wrong" most of the time the site crashes, goes black,  and you have to log in again. even noticed on once lead is created if I change chrome tabs i get the error

Hi, Is this forum for new Method system? how could I sign up for this new Method? And, is it possible to convert Method:Classic project (data, table, screen) to new Method system?  Thanks. Alex

I'll try it again on another project sometime. Thanks