Method Community

Hi John, Unfortunately there isnt really a way to do what you are describing from a Report, however creating a Custom Portal for your Vendors is definitely an option you could persue here. There are a few ways you could tackle this one using a portal, and the best option for you would depend on your workflow here. One suggestion would be ...

Hi there, Ive done some testing on my end to attempt to replicate what you are describing and It looks like Ive come across a bug in QuickBooks. Ill have to do some further testing to confirm my suspicion, and some help from you in the matter would be greatly appreciated. I suspect that QuickBooks is attempting to auto complete address ...

Hi Mahlon, I cant seem to recreate this on my end I tried using the record ID of a linked dropdown field and could only see what you are showing in your first screenshot. Would you be able to email me the name of the Company account and screen/table you are editing here? My email is in my signature. Thanks Mahlon. Regards, Ben

Hi asif, You can certainly create a custom web form to allow data to be entered into custom tables. Just select the Create Custom Web Form radio box and follow the steps. Step 7 allows you to setup an email that is sent to you when the form is submitted. As for restricting access to the form, just put it somewhere on your website that is only ...

Hello, You need to use MethodAPIUpdateV2 to set IsLeadStatusOnly to false where the RecordID matches the lead you want to convert into a customer. Here’s some sample c# code that does this:             var MAPIsvc = new MethodAPIService.Service();             string ...

Hello Dave, Here's my asnwer. According to your situation if you are dealing regularly with multiple contacts for a customer and you want to deal with each contact separately, then you should use job of a customer field by using the job of customer drop down under the additional information section ...

Hello Mike,     The user who sent the invoice and the main admin user in Method get copies of the invoice emailed out. The administrator of the Method account is the User with the (admin) beside their name in the Users menu.  I believe you can turn it off with some customization.  Usually people create filters in their ...

Logworks.  Thank you for your forum post.  To rename the opt out link I would recommend the below steps.  1. Open up the EMAIL TEMPLATES tab link under your HOME tab. 2. Find and open the template that needs to be changed.  3. Locate in the body of the email where the link to the URL is and then ...

Hi viret56, Try doing a full sync to start off. Go to the Synchronize tab link under the QuickBooks tab in Method and click on the Sync now button to the right of "Full Synchronization". If that doesn't do the trick, try making a slight change to a sales rep from within QuickBooks, then performing a changes-only sync by following ...

Hi Shelley, It's a little hard to know what the issue is here based off the error you are receiving.  If you have reverted back to the stock screen and are still having this issue, there could be more to it.  My first suggestion would be to first try regenerating the table you have set for the screen causing the issues.  Go to ...