Method Community

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 ...

Is there a way to have the company name show up on the subject line when I create/save an activity that is then emailed to one of our salespeople?  Currently it just has [Unknown Company] You have been assigned a Follow-Up Activity #101.  It would make it much easier for the receiver to see the company name, especially since it does not ...

Hello Instadryhost,    There isn't a default report that would give you the details you are looking for.  You would have to do a custom report to display your information.  The report would be based on the time tracking table and sorted by Entity field (ie. Employee) and filtered by ActvityTypes that equal 'Work ...

Using the Method Report Designer, what is the best way to generate reports from the work orders completed?  Trying to generate a report by employee with times associated to each work order.  Any help will be greatly appreciated.  Thank you.

Jen,  Thank you for your reply.  Assuming that tags from the entity table have been removed as mentioned above, please see below interactions:  NOTE: Before import please make sure that all tags exist in method. The import will be successful but you will not be able to report on the tags as they won’t exist in the ...

Greg, Thanks!  That worked.

Hi Jschoff, Did you ever get  your exchange email to work again?  Also, I was wondering, does the Method calendar sync with your email exchange? In other words, when you create a meeting type activity on the method calendar does it automatically appear on your email exchange calendar? Lance

ello markisbond,     I got a little ahead of myself.  You have to customize the screen to get access to the buttons on a screen.  Right click on the screen and click Customize.  Then name the new screen and click Continue.  (You will be able to find the screen again under Customize -> Screens where you can ...

Thanks Greg! I'm confused a little how you got to that screen. The steps I'm taking is to: 1. Go to existing customer 2. Select the customer and clicked on "Add an Activity" 3. Type in I want to send an e-mail etc...and check the box to Send and E-mail 4. I'm at this screen, not sure where you're finding this action ...

Hello markisbond,    I'll need some more time to check this out myself as I have not done this before.  The Create Shortcut Method URL is an available action you put on a button click or focus event.  In this case, it is most likely on the button that will email the customer (but before the actual action of sending the ...