Method Community

Hey Greg,  So I was pretty stoked when I learned about the screen editor, but unfortunately this doesn't fix my main problem. Pretty neat tool though. I need to add the "other 1" field, along with some others, to the estimate and invoice "line items" as columns. The information in these fields is specifc to each ...

Hello: I setup a trial account and have it linked to quickbook desktop and all is working well.  I setup a user for the API, checking the box to allow API access.  Using the following link as a test: https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPITableListV2 However, when executing the test, I receive an ...

Hello Ernestine,      I had made a response to your other post on the same subject here.  The activity is connected to the Lead through the Entity and Contacts fields.  If you have any more questions, let me know. Greg

Hello Ernestine,     Importing to the activity table is the same as importing to the leads table.  You sort your activity records under the appropriate columns and then import the file.  For the ActivityType column in the Activity table, you can indicate "Marketing Letter" for each activity with that Activity ...

Is there a tutorial or tips on how to import activity type for new leads.

Hello, I have a list of about 400 that I will need to import to Method.  All 400 would have received a marketing letter (part of an ongoing campaign).  I'm watching the videos and I think I can figure out how to import the leads.  It doesn't show how I can import an activity.  I have added "Marketing Letter" ...

Hello Dave,    I found out that it could be two things.  One, there was an update to the Generate Report action around the same time you experienced the problem.  The update could be related. Give Method support a call and we can create a case and ticket.  This is the best way to document and track progess on a ...

It doesn't appear that the email templates have changed. It appears to still be associating to the correct print template.  I made no changes to my templates. Prior to this downtime, all group items were hidden. Now they are not.  It sure seems curious that my issue started after the trouble logging in last night...please ...

It doesn't appear that the email templates have changed. It appears to still be associating to the correct print template.  I made no changes to my templates. Prior to this downtime, all group items were hidden. Now they are not.  It sure seems curious that my issue started after the trouble logging in last night...please ...

Hello Dave,     Has your email template changed?  When you are in your estimates screen, click More actions... and choose Customize Print Templates... .  In the popup you will see a list of transactions with their associated print template.  For estimate, has it been changed to another report?  The default ...