Method Community

John,     My basic idea was to drag an empty Picture Box onto the screen.  I would go to the Data Binding option for the picture box.  I would select a text field on the screen that had the image URL (for simplicity sake).  I didn't get it to appear.  I'm thinking the Image value is (none) and is ...

Hello,    I had one tip that at your URL may be incorrect for your path to the document.  The February version uses the sub-domain 'app.' .     Can you show me a secreen shot of your Send Email function.?  I would like a better idea on how to reproduce it. - Greg

Hey furrywombat, Thanks for the post -- unfortunately, I"m going to have to be a bit of a disappointment as this hasn't been implemented site-wide yet. As Paul mentioned, this is ultimately at the behest of the Quickbooks SDK. We're phasing in a new sync engine now, though, so fingers crossed we can get that in soon.

Hello,     You can send out emails like this using customization.  There is an Action that you can put on a button called 'Send Email' that will send emails out.  This will give you simple options for an email.          You can create an email template (Home -> Email Templates) ...

Hi Steve, You actually have a few options available to do what you are trying to achieve through Method, so the answer is, yes, this is definitely possible.  The simplest way, would be to add an action to your WorkOrder screen, so that when the work order gets 'saved' after being marked as completed, you will automatically send an ...

I see that you can add tags to individual contacts within a company. I'm interested in making separate tags for businesses. For example, I have already separated out "retail" and "wholesale" in customer type. However, within that, I'd like to add other tags like "co-ops" "cafe" "chain ...

Is it possible to use a group item in an estimate in Method and insert additional rows as needed like you can in QuickBooks.  For example, the group item may have 6 items by default. On the fly I decide to add the 7th item, but I want it grouped with the other items and do not want it to print on the customer estimate. In this ...

Also, to confirm, I have tried this through Method CRM as well as Method API. Neither option clears the data. I've tried every possible non-printing ASCII character, decoded HEX, HTML characters and special characters... nada. Nothing. I am very interested to know how Paul and David actually accomplished this as mentioned on the first page of ...

I would very much like to know if there is a solution to this yet. The idea that there is NO WAY to send blank data to QuickBooks is preposterous. I've been told repeatedly for the last six months that the dev team is working on this yet still no solution. Are the devs really not capable of solving this issue? Or, is it simply not a priority?

  Hi there again, this is Adam from the Support team! For this blog post, I thought I’d talk a bit about incorporating multiple currencies into Method:CRM. In QuickBooks, you can enable a feature to allow for transactions in foreign currencies. This works great for businesses who have customers in the U.S and Canada, or overseas. ...