Method Community

Hi Fran, Can you provide a screen shot of the error? I'm not sure if I've seen that particular one before. A couple of things to try. First, log in and out of Method. What I mean by this is to actually go to the top right of the screen and select "Sign out". This will clear the cookie and set a new one the next time you log ...

Hi Scott, The error you are seeing is usually due to the actual entity record getting archived for some reason. Are these entities appearing as conflicts? Did you attempt to delete the entity? You can find out if they are conflicts by looking up the EntityRecordID. To find it, click the gear icon on the Customer and Contacts ...

Hi Bryce, Unfortunately, there's no integration with Hubspot. Perhaps there's exports you can do, but I'm not familiar enough with Hubspot to be able to say. Maybe someone else on the forum has more knowledge of it. - Adam

Everytime I log into Method from my new computer, I am asked what time zone I am in?  this doesn't happen when I log into other Method from other machines.   Ideas? Fran

I have several entities that exist in CRM for a single company in quickbooks. When I attempt to open two of the three entities in the customer center I get a text box that opens and says "The record you are trying to load does not exist, or you do not have permission to view it." How can I remove these customers without messing up ...

Outstanding.  I just hadn't seen anyone talk about it here or in the FAQs and figured it's not something your team would see unless they did a fresh install.  Glad to hear that support is continuing.  As Google continues to refine their biz offerings it's a smart integration.

Hi Scott, I can say that we are well aware of it and will have the updated oAuth in place before the 30th. I was told that there shouldn't be any interruption for our users and you can continue to use the gadget as you normally would. - Adam

Hi Cameron, The Close Date field for Opportunities is required on both the table and screen levels, so you would have to modify both of those. Before doing this, please be aware that this could have implications on other parts of your account, for example if you had reports or workflows that assumed that all opportunities have a close date. With ...

Hi Instadryhost, Are you referring to the Work Orders List > Print / Email > Email Work Orders button? Where the email body says "Your work order is attached"? If so, this screen is built a little differently and doesn't have the same template system as the other screens you mentioned. However you can change the ...

How can you customize the e-mail message for Work Orders?  I know it's pretty easy for quotes and invoices, but I can't seem to find a template for Work Orders