Method Community

Good Morning- I have been calling since Monday with two seperate issues.  One of my sales reps has been unable to login in since yesterday.  Can somone please return my phone call? Thank you- Keri

Hi, Can someone please explain the basics around sending an invoice via API which contains the portal link for payment? We would like to use Method portals as our payment processing interface but are trying to get a clearer understanding of how to tackle this in the most logical way. Our vision: When a customer clicks a check-out button, we ...

Hi joshsAA, There is no Email field in the SalesRep table. Are you perhaps referring to Employees, or Users? Let me know. - Justin

Hi Jonathan, The currency symbol in Method is just a display setting. The numbers themselves should remain consistent between QuickBooks and Method. To change the currency symbol in Method you can navigate to Customize > Display and set a new one there. Hope this helps. - Justin

DISREGARD.

Hi pdx971, Action Sequence errors point to the action causing the issue, so in this case the 26th action in the sequence seems to be causing the problem. You'll want to take a look at the 26th action on whichever button / event you're using to trigger the action set. Hope this helps. - Justin

Hi Blake, They should be able to reset their own passwords using the Forgot Email link on our signin page. If that isn't working, give us a call at 1.888.925.6238 x.2 and we'll be happy to help get it reset. Hope this helps. - Justin

Hey guys, I still have these ghost accounts that I cant access. The entity recordIDs are as following: 1423 1560 1559 1558 1562 1563

How do I have my users reset their passwords? I set up their Method passwords when we started using the system a couple years back but they've used our Google Apps sign in method from day one for the obvious reason of not having to remember two usernames/passwords so they don't have to remember multiple logins. Now, with the problems ...

Hi TrustyCare, I can see how that complication would be an annoyance. It should be possible to customize Method to create an invoice for the Parent Customer instead of the Job, however it would require modifying the Create Invoices button, which I wouldn't recommend doing yourself unless you're very comfortable customizing ...