Method Community

[quote user="John M"]right now, if you check the op out of invoices, method will not send a estimate by email.[/quote] I will suggest this to the team but I do have a work around if you customize the QuickBooks_Estimate, CRM_Contacts and Contacts table a little.   Add a field to the Contacts table ...

[quote user="micheleh"]Can I add fields that are needed for the central station but we don't need here and are not part of quickbooks? And - can that completed form be printed to PDF so I can 'attach' it to that customer record in QB as well as e-mail it to the central station?[/quote] Absolutely.  This is the beauty of ...

By the way, I can imagine a setup for "custom" emails where I add a text field that a salesperson can write a personal message into, then use a merge field to stick that at the end of a email template. But before I resort to that, I'd like to know if I have the option for more precise control and editing of the email itself.

hycari, There's two possible explanations for this…at least two I can think of. 1. Are you sure your Method email settings are correct? Did you get the verification / test email? If not, it may mean the first 50 emails are still being sent by Method. We do this to help new users out until they actually get around to doing this in ...

Jeff- [quote user="Jeff Douglas"]My issues are recurring billing a new module we purchased call Method Scheduling & Invocing The major issue is that once a batch of reccurring invoices are entered I have to manually go through each item entered and email send the invoice. Is it possible to send all recurring invoices at one ...

 Hey Kevin, I wanted to point out that phone calls and emails are both considered “Activities” in Method. However, they can be assigned an “Activity Type”. Examples: “Phone Call Incoming”, “Email Sent”. Let me know if you want to search for the last date based on activity type, or if you ...

  Hey Dave, If you would like your account reset, that’s fine. Please email your business consultant and they can start that process for you.  In order to copy the reports, you would need a new account. Sync the new account to your QB company file, then import the screens that contain those reports. Once you have all the ...

Hi Laura, The reason for this is because the report is being built from a specific table and by default will only list these fields, in this case only fields from the PurchaseOrder table. The AccountNumber and Email fields you’re looking for are found in the separate Vendor table. What you’ll need to do is add the two linked fields to the ...

Hey James, If the Exchange server was already setup with SMTP Open Relay prior to the Amazon move, changing the IPs is all we should have tweaked after the move. If not: You'll have to set-up an SMTP open relay on your Exchange server in order for Method emails to go through. This is something I recommend you speak with your Exchange ...

Hi there! Can you please provide me with some more info about this error.  I'll need to know how you are handling this, in other words, the action set that you set up in order to identify when the client's email address changes, the actions that you're using to send yourself the email notification, etc. in order so that we can ...