Method Community

 Michael, sorry but this one just hasn't stuck yet. So, in the series activity, when we choose a job item and add it to the series, i notice that when you open one of the occurences of that series, the job item is not there. Why does it not copy the job items from the series into each occurence?   Bryan

 I looked at the action set in the Send email button for the receive payment screen. It looks like actions 66 thru 68 are conditional statements checking to see if th BCC is blank and if so it adds the user logged in as the BCC. Maybe this is why I am receiving a copy of the payment received emails. I am correct on this? If so, is there a ...

 Another thing i just noticed is, the email is going to the customer just fine, however I am also receiving a copy of the email in my inbox as well, almost like a CC. I checked and i do not have my email address in the CC field in the template. In fact the email I am receiving has the customer's address in the to field, not mine. Any ...

 Michael, figured it out. I had changed my from field to a name and not and email in the Send Payment Email template. It works now. Bryan

 OK, so how do I change the email address used to send the email? I have already setup my server settings and am able to send other emails fine through method. Is there a different "from" email address used in the send payment screen?

Hello, I am starting to use the receive payment screen in method now instead of QB. The first time i tried, I got this error message: Error^Action Sequence:83. Error with sending sender;Server says: 553 From address not verified - see http://help.yahoo.com/l/us/yahoo/mail/original/manage/sendfrom-07.html  Please advise what this is and ...

 Hi Michael, Im still a little confused on this one. So, you are saying that when a recurring series work order is created, that the first occurence has a 'work order' and an 'activity'? If so, I'm not sure why it does this. The 'activity' that it creates as a duplicate on the first occurence will then show up as ...

Hey everyone, We are in the process of entering all of our recurring jobs. I noticed that it is also creating a one time activity on the first recurring date. So, the first service date has 2 activities with the same information. But what is weird is the duplicate is not showing up in the work order list, only the Activity List. Almost like ...

Good morning All! We are iced in here in Texas, so plenty of time to work on Method! Question,  Is there a way to have an email automatically sent to a customer to follow up on a quote or does it have to be based on a click action? What I would like is, if the status of an activity does not change 3 days after the activity was created, ...

 Hi Michael, Thank you for the info. So, is there a way to set a default for a customer so that each time an invoice is generated it automatically checks one of the boxes? Or would that be a customization? Thanks\ Bryan