Method Community

Hi Francisco, This is a bit of a loaded question without having some context in to what exactly you are attempting to do.  Any chance you can give me this scenario, or even better maybe a screenshot of your setup.  Off-hand I am not sure this is possible, however I would have to attempt to recreate a simple version of what you are doing ...

Marcelo - Unfortunately I don't believe you can change the color for each type of Activity.  The color scheme on the Activity Calendar screen only applies to the "Activity Status", you will see this at the top of the Activity Calendar screen, in the middle of the screen labelled "Status...". -Ben

Hi Michele, First of all, I am sorry for your frustrations and we will do our best to help you get over these issues.  Activity getting related to Opportunity Issue: - You are correct, this is a bug in our system, however we do have a fix for this that is getting pushed out to our live site shortly.  One thing to note about updates in ...

Hi Guy, Sorry for the delay in answering this post, I had to set this up in my own account to know for sure how this would be done.  I believe I have part of your solution, but I would like to confirm this is along the lines of what you are looking to do. In my example, I took the stock WorkOrderV3 template and made a copy of it (just in ...

Hi Sean/John, John, thanks for the quick reply to Sean, however this isn't quite accurate.  This is an issue we are currently working on with non-US QuickBooks Online accounts, it has nothing to do with the version you are logging into for Method.   We should have a fix for this in the next couple of weeks, however if you have any ...

Hi C.Wolfe, Your suggestion may be possible, and it somewhat makes sense to me, however I am not sure this would work for Mike's current procedures.  The main issue here, is that these screens have been designed so you can only make payments on Invoices, the "Receive Payments" screen from within Method only accepts payments for ...

scottaskinosie, Yes, sorry I wasn't sure to expand on the screenshot part.  If you want, you could upload your image to a photo bank website, I use Imgur.com, however there are many out there.  These sites will provide you with a link to the image, then you would use the icon you were attempting earlier, now you would add this ...

Hi scottaskinosie, I have a feeling I know what this error is based off your description, however a couple pieces of additional info should help.  Can you let me know the Conflict "Type" for these conflicts in question, do they happen to be "Delete From Desktop".  Even better, would be a screenshot of at least ...

Hi Marcelo, In order for an Activity to show up on your Activities Calendar you would need to make sure this Activity type has the option checked off for "Show On Calendar?".  You can find this out, or modify this value by first going to Customers->Activity, and choose the "NewActivity" screen.  From ...

To any Method Users following this post, I actually had a conversation over the phone with Mike regarding this Payment Gateway issue he was having.   There is a good reason why this wasn't working for Mike, long story short, your Contacts can only make payments on Invoices.  Even though your Contact is able to view other ...