Method Community

I do not have a issue with E or firefox.  It is my understanding that on your end using 1. a custom S&I invoice screen, 2. using simple invoice, 3. using chome  4. and saving that pdf to your computer the results is the file is not damaged?  If that is the case there is something wrong with my computer.  John

I'm a heavy user of the Gmail gadget to track all my correspondence in Method CRM, and find it works really well.  One feature I use regularly is the ability to schedule a follow-up activity in the future when I am adding an activity.  I have struggled though in being able to track the Gmail correspondence, as I have ...

Hi Mahlon, I've created a ticket for development to look into this, I'll keep you updated on its status from here. - Justin

Hello! I am setting out to learn how to use Method so that I can come up with an onboarding solution for the rest of our company.   We get a lot of customer requests to simply repeat one of their previous orders.  Rather than having sales techs rebuild a whole new estimate from scratch, is there a way to copy a pre-existing estimate ...

I thought that I linked the two table but i think I did it wrong

Hello Mahlon,      To inform you of updates, this issue has been now resolved.  Let me know if you are still having problems with this functionality. Greg

Hi John, I have been unable to replicate the issue as per your instructions, using Chrome for Windows Version 39.0.2171.95 m. Would you please try replicating the issue with a different browser and reporting back here on the results? Let me know. - Justin

Hi Marcelo, How did you add the field to the report? We added the field to the Customer table, but you're saying your report is based of the Activity table. I'm curious how you went about adding this field. Let me know. - Justin

Hi Ivana, Changing the password for your Method account would cause this to happen only if the Method Integration Engine is logged in with your username and password. From the computer running your QuickBooks file and Method Integration Engine, first make sure QuickBooks is running and open to your company file. Double-click on the ...

I have a situation where Show Message action truncates a url that is stored in a field in a table. Here is the value stored = https://www.method.me/cs/forums/p/6510/24186.aspx#24186 I ran a loop trough my Method Forums Grid to grab a few things to email to Michael. I use an expression and store the value in an action result then ...