Method Community

The following updates are now live for all Method users as of December 2, 2014.  The following updates are now live, as of Dec 2nd. Fix - Duplicate invoices created on QBO sync if an initial balance is set (Ticket 2813) Fix - Terms getting set to Date Driven on Save, during QBO Sync (Ticket 3906) Fix - Google Calendar not syncing from ...

Hi pookiefeb Thanks for providing the extra info. Unfortunately I still haven't been able to replicate the issue. Can you please give our support line a call on 1.888.925.6238 Option 2 when you get a few moments?  Jeff

Hi Mahlon I'm not aware of any way to do this at the moment but I'll look into it and get back to you when I have an answer.  Jeff

I'm trying to create an order page on the Contacts Portal where our customers can place an order and it will link to Quickbooks.  I'm using the QuickBooks_SalesOrder template, but when I do that and log in with my test account, under the Customer:Job dropdown, it shows all the customers in my quickbooks.  I want it to just ...

Hello Mahlon,    I was not able to reproduce this.  Can you provide a screenshot of the error message so we can get the Error Reference code.  Also, what are you clicking when the error appears? Greg

Hi Marcelo In the PageHeader section of your report you can add a label that can be configured to show the count of work orders. Have a look at this video tutorial then follow these quick steps and you should be able to hit the ground running. Step 1 - Drag a label into the report's PageHeader ...

Hello Mahlon,    Good catch.  We are tracking this issue and it has been reported.  I'll let them know you are also having the issue.  Once it is fixed, I'll post back on the forum post. Thanks,   Greg

It is in the stock screen.  And it seems like it happens when for example: I completed an activity with Bob with Company A.  And then I click on schedule next activity with Sam with Company A.  It defaults the email back to Bob's.  They both have email addresses.  I feel that the person you ...

This would be a great feature to add.  When writing an email you have to click the spell check button.  This should be automatic like other email providers.

I have a report that shows completed work orders, how do I add a sum that shows me how many work orders are in the report?