Method Community

Hi Jeremiah, When you create an Estimate or Invoice in Method, it will pull over the current billing information from the Customer record. So if you change that information, the new information will be pulled over going forward, but the old ones should retain the information from when they were created. Hope this helps. - Justin

Hi Nick, Due to limitations on the QuickBooks side, it is not possible to change the properties of any core accounting fields in Method. In this specific example, QuickBooks allows 41 characters for the CompanyName field in its Entity table. We adhere ...

I'm aware these fields exist... We use them all the time.  That's why I would like them on the native Method screens, instead of copying the screens for every new implementation I do.

Asking how...currently using a public page in an iFrame.

Hi Mahlon, Are you asking how to implement CAPTCHA with our current Web-To-Lead forms, or requesting it as a feature for Method:New's Public Pages? - Justin

Hi Marcelo, The only forms of payment accepted through Method are major Credit Cards (AMEX, Discover, MasterCard, Visa) and Electronic Checks (e-checks). E-Checks are currently only supported through ElectraCash (Willow-Systems Corporation). Hope this helps. - Justin

Thanks. I just worked with Mortaza and resolved the problem. Kerry

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Hi Mahlon, I've opened a ticket with development for this, I'll keep you posted. As far as the Contact and Customer Notes go, these fields already exist and can be customized into your screen(s). The Note field in the Contacts table is for contact notes, and the Notes field in the Entity table is for customer notes ...

Justin, Actually I spoke too soon.  I am still getting this error in Resolve Conflicts.  I have tried to delete, clear, retry, refetch and it comes back everytime.  I rebuilt the QB db 2/4.  The error is from 1/29 when it first said to rebuild QB.  I changed the MIE login to Admin hoping that would fix this.  No ...