Method Community

Hi Devan, This likely wouldn't happen because of any Method updates or changes.  I have seen this happen in the past when screens have been deleted incorrectly, but I would have to take a quick look at your account to confirm this is the case.  If you want me to do this, please email me either through the forums, or at ...

Hi taurusgardening, In order to help you address this issue, follow the workflow below to regenerate your Method tables.   Workflow: To do this, follow the steps below: Go to Customize > Tables/Fields Click on the table you wish to regenerate; alternatively click Edit Fields... Click the Finished Editing ...

Hey Suzanne, In order to open you email links by default in gmail you do not need to do anything in Method. However, that being said, you will have to change some settings on your PC or browser to make this happen.  Here is a guide from google which will provide you with each of the steps you need to do to make this work: Making ...

Hi VLocke, This sounds like something we may have to take a closer look at. Can you email me the company account name, the field that you are talking about, and the screens you used it in? Also, can you activate the MethodSupport user? To do so, go to Customize>Users and click the Active check box for the MethodSupport user. ...

Hi Joey, There currently aren't any known issues with Quickbooks 2014. Check to make sure your Method Integration Engine is still connected to Quickbooks, and that there are not any conflicts listed on your Quickbooks>Resolve Conflicts screen. If you are still having issues, feel free to give our support line a call, or ...

Hi Mike, Just so I understand correctly, you are creating work orders for the servicing jobs already, correct?   What I am envisioning is that you can customize the work order screen to create a follow-up activity for yourself to send the postcards.  All of the relevant details of the post card activity can be gathered from the ...

Hi Suzanne, All the records that are assigned to this user will remain assigned to him if you make him inactive and remove his ability to sign in. The user will not actually be deleted from Method, just marked as inactive (therefore not showing up in your users list unless you click Show inactive users). If you like, you could ...

Hi Ken, Could you enable MethodSupport on your account and email me the Company Account name?  If you could also indicate which invoices and receive payments this applies to that would be great.   I think the root of the cause is the invoices and not the receive payment.  Are you seeing this error in the Resolve Conflicts screen? ...

Ben, I had a customer that wanted something similar. They wanted to text their employees the start time and location for the next day and have their employees respond to confirm. I added a field for storing the text number for each employee. The number that would be saved was the 10 digit number plus @vtext.com (Or whichever carrier ...

Hi JWarren, Unfortunately there is no way to create a Global Case within Method, a case can only be related to one customer/contact.  You could however try adding a specific "Tag" to each of these customers when they contact you regarding the system being down.  From here you can go to the Campaigns Tab, ...