Method Community

Hi BVS, I can explain a way you could do this using Tags in Method, however there is no quick way to do this directly from the Listbuilder screen. What you could do is first, make a list of of all Customers you created this invoice for, on the specific date.  You can find this out by going to Customers->Invoices, then in the ...

Hi Trent, I just wanted to update my previous post, I suggested you could change your transaction history from QuickBooks->Syncrhonization in Method, however this is only true for QuickBooks Desktop Accounts.  We don't have this ability with QuickBooks Online Accounts. If you are using QBO, then I would suggested you check out this ...

I've customized the "Simple Estimate" in Report Designer.  I'm almost done, but have run into a couple of snags...Here is the basic layout: 1) IReport Header showing some basic information and contract wording that doesn't need to be repeated on every page. 2) Page Header that included a couple of default fields from ...

Hello, We have a "Refer a friend" program where we use the unique Contact Record ID generated method as the customer's Refer a friend number. I've figured out how to make Contact RecordID visible in several screens so that my team can access and search it. What I need help with is getting that number to show up on the ...

Thanks Ben. I will check this out!

Hi BVS, I believe what you are looking for is actually in the Method Gmail Gadget, if you create an Activity from the gadget, when you set the dates, you will see the sliders for the time here. Unfortunately, this is not available from Method in your browser, only through the gadget. As for your other question about changing the time slots in ...

MikeB - It would likely help if you could turn on the MethodSupport User for your account, then email me your Company Account name and contact details.  To turn on the Support User, login to Method, then go to Customize->Users, locate the Method Support User in the 2nd section of this screen, and make sure there is a checkmark in the ...

Retrotel,  Sounds good, just post here if you do experience any further issues with this. -Ben

OK, so with your explanation and some testing, I see that we can post the name without the ID, and have the ID autocorrect to the matched name. Awesome! That resolves the issue for us.

Paul,  I was able to fix the issue - I was connecting to an old connection with Method for the connection ticket in 2012.   I then did NOT use that connection and asked to setup a new connection at that point I got Number 12 and was able to hit NO.    Finally, thanks for the BLOG!    - Beth