Method Community

Outlook and the plugin work fine as the desktop client for Office 365 using and Exchange connection type.

Hi Bryan, Unfortunately, at this time we don't offer native support for Office 365 -- it's in development. The only thing I can think of is that some versions of Office 365 may offer you the ability to use a Desktp client with it, in which case the plugin may work, but otherwise there's no real way to integrate it ...

Hey Guys, we just migrated from an on premise server to office 365. Can you tell me how to set up emails to flow from method using this new service? Thanks Bryan

I recently customized my "Edit Customer" screen. I was advised to use a test tab so as not to blow up Method should I make an error (great idea). Unfortunately, when responding to the question "replace current tab links with new screen" I said "no". Everything is fine, but now my control buttons (anything ...

Hey Stuart, You were able to give me some good info in your last post, I might need to refine one of my tests to mimic what you are doing here.  I agree however, it would be great to relook at this if you do come across it again.  I will do another test in my own account, however if I still can't recreate this, I will await for some ...

Stuart, It's no problem, just let me know if you have any issues. -Ben

Ben, Yes we are syncing with QuickBooks Desktop. No I have not been able to recreate the problem.  We created the invoice originally in Method.   We modify invoices only in Quickbooks.   This invoice was created and then the discount line was added at a later time. The quantity is not input for the discount ...

Ben, Thanks for the great example.  It will help as I work with it further.  Understand about making sure the names and parameters are exact. Stuart

Hi Stuart, I created an example of using the "Call WebService" action in my own account. Hopefully you will find this helpful, I actually used a public web service offered by w3schools for this example, so technically you could recreate this yourself in your own account. For more information on the specific w3Schools web service I ...

Is it possible to creat a field or fields that show the total amounts billed per job, to date without the payments applied and broken down into 0-30 days, 30-60 days 60-90 days etc??