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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
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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 ...
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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 ...
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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.
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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.
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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 ...
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Hi Brett,
As of now, we do not have this on our roadmap. But I will pass this feedback to our product team for future developments.
Cheers,
Inder
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Hi Bob L and Anoop,
That is indeed an amazing feature to have. We do have this on our features list to have in Method. But in the meantime, you can use the ringcentral API to achieve this in Method.
Regards,
Inder
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Hi boblaw,
I know its a bit late to ask for but if this is still an issue for you, can you provide me a screenshot of where this is happening so that I get a better idea to help you out and guide you in right direction.
-Inder
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