Method Community

Hi there Timm, Thanks for posting! Just so we are on the same page - let me try to summarize here to make sure ive got it. You're trying to update details (Amount / address etc...) on an Opportunity  based on details contained within the Most recent Estimate attached to this Opportunity, Correct? Part 1 should be ...

Hi Michahk Thanks for posting! I believe your suspicion is correct regarding too many emails through Gmail at once. Were you trying to send these messages as part of a campaign? - I would suggest breaking the campaign down into smaller chunks and sending again. Are you able to send emails from anywhere else in Method? If not, let ...

Hi djhanna, Just testing this one out now in my own account and having some trouble replicating this -  The 'Link Click' event is firing off successfully for me every time (using a go to screen action as well). Can you let me know the name of the Account / Screen with this customization so I can take a peek? Please feel free to ...

Hi thesolarguys, The reason you are seeing this lengthy 'Processing' message when you log in, is because the Dashboard page you are loading contains a great deal of information which all needs to be loaded and calculated for display on screen (in the form of charts etc...). I just logged into your account on my end and it did load ...

Hi James, I think I see whats happened here. I've made a copy of the screen (called Estimate(Rev 1 - MSCOPY)) which I've made some changes to. Take a look at this screen (by navigating to Customize > Screens > hover over Estimate (Rev 1 - MSCOPY) > click View ) - I've managed to delete ...

Hi there James, Sorry to hear you are having troubles with the screen designer! Can you let me know the name of the screen thats causing troubles in your account? and the names of the 'Phantom fields' if you have them? Ill jump in and take a look from my end. If you're not comfortable posting that info over the forum ...

Hi Thesolarguys, This is a difficult one to diagnose over the forum without being able to see your QuickBooks and sync engine at the same time - Its Probably best we connect via a screenshare so we can take a look. I've created a support case for you - Case 26516 - Someone will be reaching out As soon as possible Thanks ...

Hi there mraley, Looking at your SQL there - the syntax is correct. If this was copy pasted exactly as is, however - You are missing an opening Bracket before the Query to match the ending one Try the same query - with the addition of an opening bracket Before CASE WHEN - this should do what you want it to! You are also missing a closing ...

Hi Kevin, Sorry to hear that didnt work! Can you do me a favour and shoot me an email to support@method.me with your contact details? I'd like to have someone reach out and assist with this one, but I'm having some trouble locating you in our system Thanks Kevin. -Ben

Hi there TomH and Kevin, Sorry to hear you are having troubles! You may need to to a quick Reauthentication of Google and Method to get this one back up and running. Please give the steps outlined in This Help Centre article a go, and let me know if you have any troubles. Thanks All. -Ben