Method Community

Hi Jacob, You would check that ‘To be emailed’ option if you wanted to send that specific estimate or batches of estimates via QuickBooks. If you wanted to e-mail estimates via Method then you would want to customize that screen to do that. The ‘To be emailed’ option wouldn't be relevant in this case, since the ...

Hi Bill, This is something I can relate to but unfortunately there is currently no option in Method to copy a specific section of one screen to another screen. The section is still part of the same Activity screen which is built off the Activity table. The Invoice screen is built off of an entirely different table. It sounds like you should use ...

Hi Brent, Very cool - I'm interested to see what you guys are coming up with.  I have answered this question, that was posted yesterday, here: http://methodintegration.com/cs/forums/p/135/327.aspx#327 I just did an online form last week using the MethodAPI. Worked like a charm. You can check it out here: ...

You should have access to Method from any location or computer. Due to the nature of your error message, the issue was found to be the login info you were using, specifically the Company Account. For future reference, run through the list of common problems below and see if this solves the problem. Company Account: Clear cookies and pre-populated ...

This one is a little more difficult to figure out without me actually looking at it.  Would you mind creating an account for me so that I can import your screen into my Method database?  Then I can take a look at what you are seeing on your end and try and figure it out.  Let me know if you need some help on creating the ...

Hi, has there been any word on this? I researched the report designer, and the DevExpress that it uses. It seems like this would be possible with some higher level parameter controls, like xtraReport11.name = "My Custom Report". Anyways, just a thought

Hey Paul, You can find more information on this in another forum post. http://methodintegration.com/cs/forums/p/213/796.aspx#796 Check out the 2nd last post. If you need more help, please contact your business consultant.

MisterBill - I wanted to update you on this.  We added a new feature that lets you give a single-sign-on click to the portal.   Instead of sending them http://miurl.cc/12345, you can now send them http://miurl.cc/12345?e=email@hercompany.com Where email@hercompany.com is her email address.   We're working towards making ...

I create invoices from method but usually send them to my clients from QBO.  When I create an invoice within method, it will not populate the customer email address within the QBO invoice.  I've used Method for some time now; however, I've recently migrated to the QBO online version.  I can't report if this problem has ...

Hi David, You can setup your users up to use their own user specific email preferences.  You can do this in step 2 of the edit user wizards under Customize > Users.  See the screen below: Hope this helps. - Adam