Method Community

Hi Russel, I'm sorry I wasn't clear enough. My goal is to be able to add an incoming email as an activity in Method and then reply to it from within Method as if I was replying via Gmail. For example, when I reply in Gmail, it quotes the incoming email and I can put my reply above the quoted message along with my signature. That ...

Hi Retrotel, If the actions are the same, then the advanced script filter is probably trying to filter on fields that exist in the customers table, but not the invoices table (or whatever table you are using). I think you would find it much easier to make a new screen to generate the report from, rather than copying and modifying the ...

Hello Retrotel, In this case, I would suggest to call our Support team and we will definitely look into that. Regards Inder

Thanks. I guess I can make that work for now. Are there any plans to support having tax items as line items? -Robert

See below: http://www.sleeter.com/blog/2011/09/quickbooks-2012-enhanced-inventory-receiving/ We are considering migrating to enhanced inventory receiving in an attempt to help weed out unnecessary conflicts with item receipts, as they are converted to bills (we have figured out a complex way to do this using the Method API, but it produces a ...

We are a Contrator using Field Service module and create Workorders for scheduled jobs.  Sometimes we need to make changes to the job (add items, or take away items), and we need customers to sign off to approve these change orders.  I cannot see any discussion of this topic in the Forums.  What is the best process to follow for ...

I didn't change any actions.  Are all of the reports going to be this difficult?  We are struggling to povide a simple filtered list of records for our salespeople to call.  I am struggling to justify this product as a sales tool.  So far my people are screaming to go back to the lousy Act! product. Please help.

Hi - we have successfully installed and have ensured the certificate is installed as well.  All the way through step 7.  But no step 8.

Hello Retrotel, I have few questions, which can help in understanding the issue. So when you are trying to install it on your employee machine, Is it giving you any error? or it's installed successfully but not showing up in the Add ins? Did you try to run it as Admin because sometimes it requires special permission to install. I am ...

Hi Robert, Here's my answer. Unfortunately we do not have any provison of changing it into uppercase in character function list, unless you want to you use replace character but for that you might have to enter all the alphabets and their Uppercase values means you would need 26 character functions to replace all the characters ...