Method Community

Adam, This worked - I had everything but the EntityRecordID part. Thanks.

How do my customers change there username?

Alfredo - That actually sounds like a great work-around, to forward them to your Contacts-Portal.  I only brought up the MethodAPI alternative because you can likely set something up between your wufoo form and Method, this might be give you what you want without implementing Webhooks. I am confident however, that when v2 ...

Any updates?? Please advise

Thanks for your reply. I made a web 2 lead that forwards the customer to the portal registration page upon submission. once they create an account they cans elect the classes they want and iupon submission it will automatically generate an invoice and auto populate their name adress and other credencials. However I am still looking for a simpler ...

Hi Vicki, What I would do is create the same field in both tables, then put actions in to update the field in the other table. For example, if you are in your Edit Customer screen, add actions Update record in Table to update the contact in the Contacts table using the EntityRecordID of the customer and SpecialType as contact. Conversely, ...

Hi Alfredo, First of all, I need to apologize for not replying to your post sooner, I thought I already had.  Long story short, the current version of Method likely won't be able to do what you are asking here.  However, I believe what you want could potentially be done through the MethodAPI, but this would involve building a ...

Hi Haiden, I'm going to try to aswer each of your questions individually. "How does this get impacted if there are multiple QuickBooks files beginning used with separate Method accounts for each?" You can have multiple QB files installed on the same computer. The sync engine will launch for the right account when the ...

Hi AJ, It is possible to include an attachment in the email. Take a look at the Send Email action and you will notice the option for ‘Attachment Location’. If you use this with the Generate a Report action to silently run generate the report (un-checking the option to show it in a new window) this can be used in the Send Email ...

Method_Valbon, is this option possible at this time?  Also, how do you attach a document to an email template?