Method Community

Every week I need to create a report that shows how many leads we had that week and how many of those leads booked an appointment or had some type of activity. How would I go about creating a weekly report like that?   Thanks! Ragen

Hi Rob, I don't see anything out of the ordinary here with the code you included, it looks like it was a direct copy from our Web-To-Lead form with no additions.  It sounds like the issue is happening after pressing the "Submit" button, Method doesn't seem to know where this code is being submitted from(or from who's ...

Hello Marcelo,       You can only have one QuickBooks file open with one Method Integration Engine (MIE) running.  If you are opening the QuickBooks file on the DiskStation, that is where the MIE would go.  There is no need to put the MIE anywhere else.  If you are running QuickBooks in multi-users mode, ...

Hi Abrasowski, This sounds like odd behaviour and I don't believe we have come across this issue before now.  I would advise you to try attaching a document from another browser, either Safari or Firefox, and see if you get the same disconnect results.  If another browswer does fix your issues, you could try wiping your ...

Fran - Thanks for the help! Hi Mike, As Fran said, make sure the "Checked rows only" option is checked. This way you are only looping through the checked rows you want to make dormant.  Then, make sure that your "Update field in table" action is inside your loop. When inside the loop, you can set the Where clause to ...

Hi Stuart, Thanks for the suggestion.  This is actually something that is being implemented for the new version of Method. I can't get too much into specifics, but this is definitely a pain point we've looked to address.  - Adam

Hi Tami, Are you using Internet Explorer? Based on your description, this is an issue that arose from an update in Internet Explorer.  I would suggest using either Firefox or Chrome for the time being.  We have a fix that is currently going through testing and should be published soon that should resolve this issue on Internet ...

Hi Chase, On which portal screen are you putting this EstimateStatus dropdown?  From what you have described, it sounds like you are trying to save the estimate status while not on a screen based on the estimate table. If this is the case, the status will not update. What I would suggest is that on the Submit button, include an "Update ...

Hi Sandman, I don't believe echeck support for Merchant Services is something that is on our roadmap for the near future, unfortunately. - Adam

We have a beta sync engine available that syncs with advanced inventory. Works with serial numbers, lot numbers and locations/sites. But you need to contact tech support and request the "Beta MSI installation" for advanced inventory. It's been in beta for a few months now.  They should know what you are talking about - if not, ...