Method Community

I see that there is a "contact" field on the record but i do not see how to remove it or add it to another contact.  Is there an easy way to change the contact from person A to person B without just swapping all their info? thanks,

Some customers may experience slower-than-usual automatic syncs with Google Calendar. We are aware of the issue and are working to resolve this as quickly as possible. If you would like to manually sync your calendar data, please visit this Help Center article and follow the steps. As always, we'll provide an update as soon as we know ...

Well, "show message" doesn't even work. I stuck an action at the bottom of the OnScreenLoad action set and no message is shown. This is incredibly frustrating. I have an urgent issue where our tax codes are being applied improperly. I have decent enough knowledge of the architecture that I know how and where the problem needs to ...

Hi Adam! Thank you for the response! I found out that a lot of my issues were caused by using fonts which were not supported on Method's servers.  I don't know how I missed this given that it's the first link on your help pages for Report Designer.   I also tried using property fields to realign lines and fields, and this ...

Hi sbonner, I haven't seen the behaviour you seem to be experiencing, other than the design view not having all of data the generated report would have. This is due to the Generate Report action having the ability to filter data before the report is generated. A couple of tips I can think are: 1) Make sure none of the objects are ...

I believe I had asked this question before sometime last year, but could not find where I had posted it (so it may have been in my imagination).  If I did, I sincerely apologize! I'm getting eaten alive by our sales folks over the ability to go back and permanently reorder line items on estimates and invoices.  Sometimes, ...

Hi Mahlon, I've created a ticket with development for this issue. We've experienced it times ourself. Unfortunately, I don't have an ETA on when this will be fixed, however it is a high priority for us. If you or anyone else has any additional information you can provide, it will definitely help. - Adam

The issues I'm having since one sign in are almost unbearable. I am using Method New for my own account, as well as clients accounts that I'm developing for. I I use three monitors. I have my own account open on one screen for activities, development notes, etc. My client account is on the second monitor. I am ...

Hi Justin, In my other thread saying that we had excess '00' in each amount that we input. I found out why it is happening, it is because the rate is stated as % / percent but we create the price in QB as actual value. Could you please confirm how to remove the rate as percent? Thank you.

Hi Justin, 1. Sent to email will be sufficient.  2. Yes, I can create the invoice via Method and sync automatically to QB. I have question on the field though, What does it mean by pending invoice? is it not sync to QB? Who is going to approve if "Wait for Sync Approval" checkbox is checked? What does it mean by ...