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  • Re: Method CRM Activities

    Hello James, Thanks for reaching out to Method! I did a quick test on your account and was able to successfully saved an activity without any error. I will have a Support Specialist reach out to you to assist you with the error you encounter on the screen.  In order to send activity to multiple recipients, the screen would require ...
  • Re: Payment Gateway

    For those who are reading this post. We were able to implement the Moneris as a Payment gateway for this customer. Currently, this is only available for Canadian customers only. When we first open the Payment Gateway option, select Moneris. Below is the window that opens up. Now, customer has to enter the StoreID (which is Merchant Number) ...
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 12-23-2021
  • Re: Payment Gateway

    Hi Civenov, Thanks for reaching out to Method.  Here is the list of Payment Gateways that Method support today. I have asked my team to enable the Moneris on the account level. One of our support rep needs to work with you to implement this on your account.  Can you please email your Method account name, phone number, and ...
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 12-22-2021
  • Re: QBOL - Customer vs Sub Customer

    Hi Ruth, Thanks for reaching out to us!  Unfortunately, on the UI level, this is not possible. However, we do have the ability to create sub-customers in Method. The way they will show up is like Customer: SubCustomer. Hope this helps! Regards, Inder
    Posted to Method General Q & A (Forum) by Method_Inderdeep on 05-25-2021
  • Re: Method.Classical work with latest QuickBooks online

    Hi Alex, Method classic does works with QB Online. We integrate with both platforms of QB. When it comes to switching from QB Desktop to QB Online, the impact on your Method account is significant as they are 2 different platforms and there are so many variables in play. The quick and easy way is to start a new Method account and ...
  • Test Post

    Test Post 
  • Re: JSON Encode the Item Description

    Hi bryanfromcleveland, If you are using this on the screens in Method, then you can use one of our action which is called Character Function Action. The Character functions action provides a way to manipulate and parse text. In each function, there are parameters to specify the source of the text. Since text can be stored in a variety of ...
    Posted to Method General Q & A (Forum) by Method_Inderdeep on 10-12-2020
  • Re: Method Report Designer "1=1 permission" error

    For those who are reading this thread, if you are experiencing this issue, it can be resolved by Method Support team. Please reach out to us on 1-888-925-6238 in order to resolve this issue.
    Posted to Method General Q & A (Forum) by Method_Inderdeep on 09-15-2020
  • Re: Integrating local IP PBX call system with Method

    Bob, unfortunately that is out of area of my expertise. But I have seen some companies have achieved this with the help of API developers. But we do have this as a feature request on our end to have this in future.  Thanks for your patience.
    Posted to Method General Q & A (Forum) by Method_Inderdeep on 09-15-2020
  • Re: Email Merge Multiple Records

    Hi rollerman, I might be late to respond to this query and you might have already find the solution for this. BUt if you have not and for those who are wondering how to achieve this, here is an easier workflow. You can achieve this by adding a tag to the contact list or the list of people you want to send email to. Then you can use our stock ...
    Posted to Method General Q & A (Forum) by Method_Inderdeep on 09-15-2020
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