Search results by user ID 6252

Google Calendar

Davidk — Wed, 15 Oct 2014 23:02:20 GMT

Google calendar is no longer syncing as of September 29 (I think that coincides with the day we had the crash and workaround) Says the credentials for this connection with Google have expired or been revoked.

Re: Credit Card Processing

Davidk — Tue, 28 Jan 2014 19:41:09 GMT

I am using Quickbooks Desktop. I put the credit card number in Method. It does pull the cardholder name , street address, and zip fields after I select a payment gateway, but not the credit card number and expiration.

Re: Send document from Method

Davidk — Mon, 27 Jan 2014 22:09:17 GMT

So I only want to email the docuement (or even just a link to it) that I've just uploaded into Method. I want to add an action in the "Edit Documents" screen under the more actions button that I can click with the mouse and it will send the file of to a specified predefinded email address. I've obviously found the send email action, but just having trouble finding out how to insert the document I'm editing to attach to the email.

Credit Card Processing

Davidk — Mon, 27 Jan 2014 21:41:53 GMT

I have a question regarding storing credit cards in Method. We do monthly billings to our customers, some that are flat rate over a twelve month period, and others varying amounts from month to month. I have set up a payment gateway through Authroize.net. I am also syncing with Quickbooks, but do not use the Intuit credit card gateway. I am currently researching the best way to store credit card numbers, so that I don't have to enter the number, and expiration for every month. I put in some credit card numbers under the customer account, but when I went to receive payments it does not pull the credit card number for the payment. Do I need to store it elsewhere or process a payment in a different manner?

Send document from Method

Davidk — Fri, 24 Jan 2014 22:19:40 GMT

I am looking for a way to send an existing document from Method. I was experimenting by creating a new command to the More Actions button in the edit document screen. We attach costing reports to invoices and I would like the ability to send that report via email to another method user....it is always the same person. I have figured out how to send an email from the screen, but not attach the document to that email.