Method Community

Hi Matt, I don't have an ETA at this time, but I'll do my best to get an update for you. - Justin

We integrate and synch with Quickbooks. In QB, we have customers set up as preferring their invoices to be emailed and there is a check box that automatically appears when an invoice is converted from a sales order that says "Email Later". But this box is not being checked on the invoice in QB after a sales order is created in ...

I updated to Outlook 2013 and lost all my Method Outlook icons. How do I get them back?  I tried to reinstall the Method Plug in. The install seemed to work fine. I installed over the old install, but the icons still don't show in the new Outlook version 2013.  Please help. I miss my old method plugin :-(

Hi Cameron, Let's take a look at the Send Email action: Most of the fields here would be static (the same every time), whereas your Body field would be dynamic (changes depending who edited what, etc.). For the static fields, you'll simply enter them into the Send Email action above. For the Body, you'll have ...

Hi Kathy, I'm not able to replicate this issue on my end. I'll create a support case for this and one of us will reach out to take a look with you. - Justin

Could you please explain you comment... "You'd most likely want to build the body of your email into an Action Result using the Character Function. Anything else would probably be static and you could set it so within the Send Email action." How would I build the body of the email with the Action Result and Character ...

Thanks for the Opportunties App. Haven't used much, but looks great!

Hi Cameron, You can check the Audit Trail under QuickBooks > Audit Trail in Method, if you'd like to look something up. If you want it in email, you could add a Send Email action to the Save function on your screens. You'd most likely want to build the body of your email into an Action Result using the Character ...

Hi sdminno, When your customers log in to your portal, they're essentially logging into your Method account. They are locked down in terms of the screens they can see (only screens in the Contacts Portal tab of Method), and there are some built-in security features (they'll only be able to see things  associated with their ...

GetRXd, 1) Why would you add an email field to the Estimate Line grid? Are you referring to the Estimate screen itself, or the Estimate Line Grid? Either way, adding this to your Estimate table wouldn't make it available on your Invoice table, you'd have to add it there separately. 2) You could probably design a report in Report Designer ...