Method Community

The following updates are now live for users of Method. Bug fixes Fix an issue where Search is failing on Bills and Purchase Orders. Fix an issue where Sales transactions are not syncing with Shipping rate for QBO Australia. Fix an issue where Merging an entity is throwing an error. Fix an issue where sync is aborting when Bill ...

Agree this would be a nice feature. I have worked with other CRMs that allow you to bcc your CRM account with emails to create a record. 

Not sure I understand the question entirely but as I understand it Method was built like Quickbooks was built. Entity and Contact are not separate things. The primary contact is a field within the record for an entity. Method doea add the ability to add in additional contacts but that doesn't really change anything. For jobs, jobs are just ...

Or they could just let us use other cloud storage like Dropbox, OneDrive, Google Drive like other systems do...but...this would make the software more useful. We have a rule to not store any documents in Method.

Hello Aswani, Looks like you are having issues with customization. Please find below our related help articles that might help you in resolving this issue. https://help.method.me/en/articles/2623521-loop-through-table-action https://help.method.me/en/articles/2565958-create-short-method-url-action For further questions ...

Hi Team, I am facing the below error when I click "email" button in the invoice screen. I am trying some customizations on the View Invoice and Pay Now buttons.  Error message "A008 - Error: Invalid Contact Record Id" More information: Line - 16 Loop through Table  Line20: CreateShortUrl. Please ...

Glad it worked!

I don't have a report header; however, I didn't know you could filter the DetailReport band.  I did what you said with a filter and it worked!  Thanks so much for your help, as usual. 

Hi Solarguys, This usually happens around when there is daylight saving changes happen. Our team is looking for an overall fix to avoid this from happening. Thanks for reaching out to us. Regards, Inder

I take it that the report header is different than the detail table here? Your best bet is to probably use the filter criteria on the detail band within report designer. So to set something like this up, within method have an extra field on the detail table that you can set to true, and then in report designer using the filter criteria on the ...