Method Community

Hi Blake, Thanks for the feedback, I'll keep you posted via this forum thread. - Justin

Hi Blake, This should now be resolved. Let us know if you're still having issues. - Justin

Hi Keri, I've found an open case for your issue in our system, we'll reach out shortly. - Justin

Hi joshsAA, Please call in to 1.888.925.6238 x.2 and we'll do a screen-sharing session to take a look at this with you. - Justin

Hi wildliferemoval, The support representative assigned to your case will reach out. In future, please feel free to update your case through the portal or give us a call at 1.888.925.6238 x.2 and reference your case number for the quickest response. - Justin

Hi joshsAA, There is no Email field in the SalesRep table. Are you perhaps referring to Employees, or Users? Let me know. - Justin

Hi Jonathan, The currency symbol in Method is just a display setting. The numbers themselves should remain consistent between QuickBooks and Method. To change the currency symbol in Method you can navigate to Customize > Display and set a new one there. Hope this helps. - Justin

Hi pdx971, Action Sequence errors point to the action causing the issue, so in this case the 26th action in the sequence seems to be causing the problem. You'll want to take a look at the 26th action on whichever button / event you're using to trigger the action set. Hope this helps. - Justin

Hi Blake, They should be able to reset their own passwords using the Forgot Email link on our signin page. If that isn't working, give us a call at 1.888.925.6238 x.2 and we'll be happy to help get it reset. Hope this helps. - Justin

Hi TrustyCare, I can see how that complication would be an annoyance. It should be possible to customize Method to create an invoice for the Parent Customer instead of the Job, however it would require modifying the Create Invoices button, which I wouldn't recommend doing yourself unless you're very comfortable customizing ...