Method Community

One of the options on the Email Action is Attachement Location. From the Edit Document screen use the Value from Screen option, select the Document field. This will then attach the open document to you email. JIm

sending email with list builder this is link to opt out: http://MIurl.cc/KxiSax I need to link to opt out and update there account

My question is about the sync engine (not outlook plugin).  I have the Method sync engine installed on Right Networks (for my Right Networks user).  Method currently is used for only one client.  There is a second client on Right Networks that I need to use the Method sync engine with.  How do I set that up?  Is it as ...

Hello,     I am looking for some clarification.  Is this to do with the Portal link or the Opt out of marketing and the List Builder?   What instructions are you following to paste the links? - Greg

I have followed the instructuions to paste the links and they dont seem to work

Hi Sandman, I know Method does plan to add eCheck processing to more Payment Gateways in the future, however at this time we are not able to offer any ETA on this.  When we are able to offer additional ECheck options, we would note this addition in the Release Notes area of our website, you might want to periodically check ...

Will Method be adding any other Echeck processors in the near future?

You would think that's the case, however, it is showing slips from Dec 10th and 11th, but not earlier or later than that. Also, we have the transaction history set for 730 days, so that can't be it.....

Hi Ivelina, Although your request could likely be done in Method, it might be a little advanced to explain in this forum post, especially from when starting from scratch.  My advice to you would be to first read up on using the Method Report Designer, you can find some good tutorial videos here.  Hopefully you will have a ...

Hi Shayaknyc, All of the time tracking entries should appear. One reason they may not is if they are outside of the transaction history range.  Method by default only syncs the last 31 days of transactions.  This can be adjusted by going to QuickBooks > Synchronize and changing the transaction history. If they are not outside of ...