Method Community

Perfect.  I hid that email when saving button and made it default to unchecked.  Thanks for the info

Hello Marcelo, I have tested creating invoices in your account on your stock Work Order List screen, and it works fine. Please try again. When you click "Invoice Selected", uncheck the "Set to wait for sync approval". The reason why you didn't see the tax getting calculated automatically is because the invoice is ...

Hi David, You can setup your users up to use their own user specific email preferences.  You can do this in step 2 of the edit user wizards under Customize > Users.  See the screen below: Hope this helps. - Adam

Just to elaborate, there is a Email confirmation when saving? option on the Add/Edit Contacts screen. If this is enabled and you click Save & Email after making changes, both yourself and the contact will receive a notification (assuming there's a valid email address assosciated with the Method contact). - Ashur

I am the admin.  I have customized the email templats to my liking (for the most part haha)  Now how do I as a user further customize any specific email template so that it sends from my personal address, without changing the master template? Or I thought of another option that may suffice my needs if its possible.........can I add a ...

Hey DavidD, The email is only sent to the contact who updated the profile as well as the Portal administrator (you). By default emails are not sent out when Contact information is updated within the CRM, this only happens in the portal. Hope this helps! - Ashur

I set up a dummy customer account to access the contact portal.  When i updated contact information inside this portal, an email was autogenerated alerting me of the changes.   2 questions: 1) Does this email go out to all contacts listed for that customer, or only to the contact associated with the changes being made? 2) When I ...

Hello Marcelo, I tested it and it works fine on my account. In order to help you investigate this issue, please enable MethodSupport and send me your company log in name to my email. -Kalvin

Hey DavidD, Your contacts just need to have unique email addresses in Method, they're not required to be in QuickBooks since Method supports multiple contacts per customer. They can manually register by accessing your portal. Hope this helps! - Ashur

Does the contacts email have to be in quickbooks in order to register and access the portal?  I have certain customers in Method CRM that have 4 or 5 contacts, which arent in Quickbooks, so will they be able to access this portal on their own without any additional setup steps on my end?