Method Community

Hi Alex, To set up your email server, you can follow this Help Center article. For the GMail setup I would leave the port blank, but you can also try 587 as that's the port we use. For the Office365 setup, try using SSL and port 587. If you're still not able to get these set up, give us a call at 1.888.925.6238 x.2 and one ...

Hi John, Take a look at this Help Center article. This is an issue with the latest Google Chrome browser update, there are some potential solutions as well as a link to Google's bug tracker. Hope this helps. - Justin

Hi Matt, Could you provide a bit more detail on the steps to replicate this? - Justin

Hi DAllen100, You should be able to do this using a Web-to-Lead form. You can find out more about our Web-to-Lead forms in this Help Center article, which includes a video tutorial. Hope this helps. - Justin

Hi industrialrobotix, I've put in a feature request for this on your behalf. I don't know if and when it will be implemented, but I'll post back here when I have some news for you. - Justin

Hi industrialrobotix, You can request access to Method:Beta via this link. Just make sure to read the Things You Should Know section of the page so there aren't any surprises. Have fun! :) - Justin 

Hi Lance, As per my response to your other, related post located here, the TotalAmount field is actually used for totalling all amounts of items that belong to a group. Upon clicking the Update link in the grid, the grid is saved and refreshed, totalling the amount of all sub-items and inserting that value into ...

Hi Lance, The EstimateLine grid's Update link saves the grid and refreshes it. My thinking is that it's simply a Save Grid action and a Refresh Grid action. It is hard-coded and non-customizable to ensure that we remain consistent with QuickBooks, and are not undermining the process by which QuickBooks would calculate these fields itself. ...

Hi Cameron222, If you have already edited a screen and have it appearing the way you want, you can easily replace all the links to the default screen by copying the custom screen. Just copy the custom screen as you did the original screen. This time, select the "Replace all tab links" option, and choose the original ...

Hi Scott, I've been in touch with you and we're working on your case now, I'll keep you updated by phone. Thanks, Justin