Method Community

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 ...

Thanks Justin. I'll be waiting for the support

Update to worse: I Went back to work on my report in report designer and now i can't log into that either.  Please Help.

I am trying to use custom screens to generate a report.  When i go to click the drop down in this function to select the report to use the list is blank, nothing to select.  This should be basic but i have been doing everything i can think of to get the list to populate so i can select the report in this function.  I have even gone ...

Hi Justin, I appreciate the help, but it seems that something significant happened since the new login change occurred. Not sure if it is related, but I had tested these screens and they were working before the change, now they aren't. Did your staff make a change that would have impacted my custom screens? I switched it back to the ...

Is this not possible? I do not see API calls or anything hinting at invoice creation in the API documentation. I'm thinking that either it's not possible or it's done using the basic write to field calls but confirmation would be great.

Justin,   I did confirme that. yesterday..she is sitting at same computer all day - no other devices log-in.   She is using Mozilla as a browser. - Beth

Hi Jonathan, 1. This really depends on how you want the "notification" to exist. If you just want to send an email to finance@yourdomain.net, then you could use the Send Email action to send an email to that address notifying of a new lead with an order. You could also create a user (one that can't sign in, since you don't ...

Is there a way for me to delete multiple cancelled activities?  I had put a meeting on the google calendar for three of my users, and set it to repeat annually for each of them, but in error did not select an end date.  When I realized there were approximately 660 meetings set up for each of these users, I went into google and deleted ...

Hi Kevin, You'll want to customize the screen you'd like to print the report from, then add a button to the screen. Clicking Edit on the button object should result in its Properties popping up. Click Next to navigate to Step 2 of the Properties and you should be able to select the Generate Report action from the ...