Method Community

Every once in a while I will have the same issues.  When it happens its about 2 hours lap time and I am using Gmail.  about 95% of time its never a issue.  John M

Greetings, Heres the deal. I want to print up a cover letter then a estimate on one PDF file. I figure I would use the page break feature on the report to start the cover letter. The issue is I cant find any detailed information about reports and put the page break on the bottom of the form expecting a second page and nothing.  Any ...

    Wow, it's hard to believe we're at the end of the month already!  Was February a productive one for you and your team? Did you hit any milestones in your business or are you ramping up for a busy Spring and Summer season just around the corner?  Last month was the kick-off to our new blog series "This ...

I was wondering if you have or are planning to have a RESTful version of your API?  I was considering accessing it from JavaScript such as from an app for Office in Excel.

I know that the following works for me: There's a field in Method called "StaffAccountStatus". I created it first in Method only. There's a custom field in QB that I then created. When I export the Customer table in QB the newly created field is in CustFld1 In the Method Customer table, the field that shows up is NOT ...

Hello Mike,       There is no way of changing labels for a field that it will save both in the Method field and the custom QuickBooks field.  I confirmed this with the consultants. There is no way of automatically sending information from a Method CRM field (ie. a field that is not in QuickBooks) to a custom ...

Hey Bryan, We actually did seem to have an issues with email around the time you originally created this Forum thread, so you this is likely what you ran into, it went on for a few hours.  When you mentioned it was going for a couple days and one user's emails were going through, I thought it would be something else.  Anyways, ...

Hi Ben, thanks for the reply. However, about an hour after I sent in this request, all of my test emails started flowing. So, they were hung on your end. Something happened, not sure what it was, but I started getting test estimates emailed to me about 2 hours after I submitted them. So, I am good for now. Bryan

Thank you that is great to know.

Hi Mike, Each user can change the default email server.  This is found the in the profile section at the top right of the screen. For the "on behalf of", this is something that has to do with your email server.  The "on behalf of" is part of a verification process to avoid spam. Some email clients will add this to ...