Method Community

Hi Brad - yes the API should certainly work during the trial. When you use the link above, if you use the exact same user credentials to login, it should work just fine. But a couple words of caution: (1) Better to not use your email. Use your User Name instead. (2) Don't put anything in the SessionID in this case.  Either you ...

Hello Laurie,     It looks like your company name is not defined in QuickBooks.  Method has no control over the company name of the actual company being managed by QuickBooks.  Are you on QuickBooks Online or QuickBooks desktop? I can see if I can find the setting for the company name in QuickBooks so you can see what you ...

Hello,     If the data was inputed on a customization screen or a default screen it goes to Google in the same format.  As you can probably see, you get a separate Method calendar in your Google calendar.  Also, each Method user has their own calendar and activities are only assigned to one Method user.  I took a ...

Hi Vince, I'm not sure that I fully understand what you're trying to accomplish. Are you attempting to send an email to a client with mail merged data in it? Or are you trying to generate something containing mail merged data that you could then print out? These Help Center articles may help you out: Mail merge Report ...

Hello JoAnne,      It looks like you have accidentally added the same contacts/leads/customers twice.  I would suggest clearing the list and starting again.    If you are choosing "Fill List with Contacts" when building a list, make sure the selections 'Fresh list - remove any existing List Builder ...

Hi Jeshurun77, I believe the forum post you linked in your first post is slightly misleading for what you are attempting to do.  First off, please understand that Method Reports are built using different technology then QuickBooks reports, so they are not interchangeable.  This means, if you have predefined Invoice Reports in ...

Hi, Sorry for the late reply. I've tested this out and the stock Estimate and Invoice screens will pull the information that is stored in Method as ShipAddress fields in the Customer table. Can you confirm that these fields are populated in Method?  You can do this by clicking GoTo for the Job of the customer and confirming the ...

Hi Meghan, Do you have a table also named EventType? If so, I'd also regenerate that table as well. If this doesn't solve the issue, feel free to email me the Method account name and enable MethodSupport on the account. I can take a look and see what the issue might be. To enable MethodSupport, go to Customize > Users and make sure ...

Hi Peri Janis, Tags are an excellent way of classifying your leads for the purpose of creating email campaigns.   Associating tags to your leads cannot be done when importing directly into the Customer Leads table.  When you import a record into the Leads table, Method will automatically create a record in the Contacts table for ...

Hi Mike, Unfortunately, this has been known for a while.  The search function is not ideal. To do a search, I'd recommend using "site:methodintegration.com" in Google and then including your search terms.  As far as keeping track of your own, I'd save them in an email folder so you can easily reference them. We will ...