Method Community

Michael - It it highly unlikely that your IP is blocked. If there are 5 failed attempts in a short period of time, it will temporarily stop attempting logins. If you have a failed attempt it will push the 10 minutes back. So if you keep trying, it will not be 10 minutes from your 5th bad attempt it will be 10 minutes from your most ...

Hi Guy, I have been working on this since your first post, I have been trying to figure out a way for you to do what you are requesting, however I am having some difficulty.  At this point, my best suggestion, if it is imparrative you get this working, would be to discuss a solution with our consultants.  Based off what I have seen ...

Fran - Thanks for jumping on this JWS - Have you tried Fran's suggestions? Something else to note is that the blank page can also come up with the Details section of the template grows to a specific point. It can get just large enough to cause this blank page. This can happen when item descriptions are big and grow the details section. ...

Hi Marcelo, There are two ways to go about doing this. The stock actions on screen are to input the Customer's terms when you select the customer.  So the simple non-customized way is to ensure that each customer has the same terms. The other way would be to remove this action on the action set on the Customer dropdown. Then set the ...

Hi Michele, Sorry for late reply.  To answer your question, unfortunately a contact can only be associated with one customer/vendor/lead at a time. You can change the association however. Each contact is linked to an Entity (fancy word for a customer/vendor/lead) through a dropdown field. You can change the association by ...

Hi Michaelo, The beauty of Method is that your leads and presales activities do not need to be in QB first. If you entered a customer record in QB first, then the "contact Name" (first name,  last name) as you set it up should appear in the  dropdown list in your Opportunity table.  This is ...

wWhy is the rate and amount totaling and showing at the bottom of my estimates grid.? I only want to total the amount.

We have several customers that own multiple businesses that we service (e.g. conveniece stores). Many of them pay from different accounts with different business names and addresses but all of their bills from us go to one central office. When we were just using Quickbooks, we could accomodate that by having one customer (one billing address) with ...

Hey guys, any word on this? Phone support said to post here, but I'm not getting any feedback. 

Hi JWS, The address fields on the transactions are address field specific to the transaction.  Our phone fields are not normally found on the SalesOrder table. Did you add them as linked fields? My suggestion would be to add new phone fields to the SalesOrder (not linked) then use a Retrieve Value From Table action to input the phone fields ...