Method Community

Hi Keri, I've found an open case for your issue in our system, we'll reach out shortly. - Justin

Hi joshsAA, Please call in to 1.888.925.6238 x.2 and we'll do a screen-sharing session to take a look at this with you. - Justin

Hi wildliferemoval, The support representative assigned to your case will reach out. In future, please feel free to update your case through the portal or give us a call at 1.888.925.6238 x.2 and reference your case number for the quickest response. - Justin

My SalesRep table does have an Email field and it is not a field that I added, because I am unable to delete it??

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