Method Community

Hello Ivana,    I had a recent post asking the same question.  Take a look at this post and let me know if this helps. In summary, A work order/activity is actually set by the Entity and not the Contact.  Hence, ContactPhoneNumber won't have any information to display and appears blank.  You need to add the entities ...

Hello Ivana,     Unfortunately, there isn't a way to track emails once they have left Method. If you set up the default email prefences, the emails will go through your SMTP server.  You will get undelivered and error email messages if there was a problem with an email to an account.  Also, you may be able to track ...

Hello Tim,    Let me establish first what table the Other1 field is on.  From your posts, it looks to be on the EstimateLine table.  This means it won't be available for the InvoiceLine table.  For the invoices, you would have to add the custom field to QuickBooks and sync it over or create the field in Method. ...

Hello Ernestine,      I had made a response to your other post on the same subject here.  The activity is connected to the Lead through the Entity and Contacts fields.  If you have any more questions, let me know. Greg

Hello Ernestine,     Importing to the activity table is the same as importing to the leads table.  You sort your activity records under the appropriate columns and then import the file.  For the ActivityType column in the Activity table, you can indicate "Marketing Letter" for each activity with that Activity ...

Hello Dave,    I found out that it could be two things.  One, there was an update to the Generate Report action around the same time you experienced the problem.  The update could be related. Give Method support a call and we can create a case and ticket.  This is the best way to document and track progess on a ...

Hello Dave,     Has your email template changed?  When you are in your estimates screen, click More actions... and choose Customize Print Templates... .  In the popup you will see a list of transactions with their associated print template.  For estimate, has it been changed to another report?  The default ...

Hello Gregg, Step 1: Go to Customization > Tables/Fields > Activity > Edit Fields    Make a new field. Say EmailStartDate that is a DateTime.   Click Add Field > Finished Editing Fields. Step 2: Modify the invoice screen to save a value into your custom field with the proper formatting.     ...

Hello 4theturck,       The quickest way is to hover your cursor over the tab link.  There is the Leads and Contacts List and Customers and Contacts list tab links.  Method QB Desktop uses CRM_LeadList and CRM_CustomerList respectively.  Method QB Online uses CRMQBO_LeadList and CRMQBO_CustomerList. You ...

Hello industrialrobotix,      It may be one of the action results that is not set correctly.  You will have to find where they are set and see if they are being generated correctly.  Also, compare the URL you receive from the email (what's in the URL bar when you get the error?) and the URL when you open the ...