Method Community

We used a copy of our QB live data file as our 'dummy' database when I started customizing Method for our use. We are intending to just replace this dummy file with the live data when customization and testing is completed. We're assuming the sync engine will update changes made between the creation of the dummy file and the current ...

Dave- For testing purposes create a new page with just the web form and try it again, does it give you the same results? Are you making any changes at all to the code we provide you? -Michael

I walked through the Advanced set up today, generated the code, and pushed to my test website http://216.128.1.102/ContactUs/ContactUs.aspx   Upon pressing submit, there is a postback, but I do not get directed to my success page, and really nothing else happens (no emails to 'customer' or 'myself', and there is nothing ...

lpierpont- Are you using a standard Method screen or a customized Method screen? If you are using a customized screen does the same thing happen on the orginal screen?  If its happening on a the standard screen email me your account name and enable MethodSupport (Customize > Users) and i will login and take a look. -Michael

Dbrunette- Method has a reminder feature built in that will send a reminder 15 minutes before an activity(Call) is due it doesn't automatically send them an email when a call is created, though you could through customization have Method send an email to their phone anytime a new Call is created. Are they logging into the mobile website when ...

when we click on save and new the dial just spins and spins.  any suggestions? 

Ok,  signed up for field services, entered the techs phone numbers and email addresses but when I enter a call on their calendar they don't get the call unless they log into the website.  Is there a way to set this up to send the calls to a mobile phone otherwise it's pretty useless for the techs.

mlepitt- I will bring this up in the next Method meeting as a suggestion. Regards, Michael

I have a suggestion that I hope you implement.  We found that Memo was a column added to the default Recent Transactions Portal Screen.  This is a problem as it is accepted that memos in transactions are meant for internal communication only and are not expected to show on any order confirmations, therefore should also not show through ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customers and Contacts List Improved - relabelled the column “Contact Name / Customer Name / Company Name” to “Contact / Customer / Company”. Leads and Contacts List ...