Method Community

I accidentally put two leads in with the same name except one version has services on the end.  I don't want to delete the lead without the services because there are notes and activities associated with both.  If I delete one of them all my activities and notes will be deleted.  What is the easiest way I can do this?  My ...

When I use the Email button on an estimate it sends an email without the estimate.  The email only has a signature.  Also the button doesn't give any oportunity for a message or customization.

Trying to find a way to use recurring transactions. Quickbooks Online....Especially important for unscheduled estimates.

The insert record into table action loses the "value from loop" values when when you come back into the action to edit something. To correct this, I need to Open the Loop through grid action then come back into the insert record into table action an update the values.  This can be a bit of a pain when you have a ...

Hello Mahlon, I tried the above mentioned steps and it seems like Click Event is not working, I will create a ticket for this and will update the post once the issue is fixed. Regards Inder

We're excited to announce more updates and fixes to Method:Beta!   Improvements to login, invitations and onboarding User will now automatically get logged into the last logged in account. This is useful for users with multiple accounts. Accounts can be switched from within Method by going to the Right Nav > Switch ...

I create a ReceivePayment record for $100, it syncs to QB and has the following data: RecordID: 20 TxnID: 141-1416927432 Then I create an ARRefundCreditCard record with a TotalAmount of $20 and an ARRefundCreditCardAppliedToTxn record with a TxnRecordID of 20 and a TxnType of 'ReceivePayment'. The records are all created ok in Method, ...

Hi Flyfisher Yes, you are correct changing the master admin's username will transfer all of the old admin's activities to the new username. This Help Centre article describes the master admin user and changing it.  As for your question, unfortunately when you update the master admin's username it is ...

I have been getting bumped out of method new several times today. No particular patternin regards to what I'm doing

Hi Mahlon, There was a bit of a hiccup in Method new around that time last week. We will start tweeting about Method:New issues, similar to what we already do with Method:Classic. Sorry for the inconvenience that this caused. - Adam