Search results by user ID 6356

Re: Linked Tags

Method_Inderdeep — Thu, 26 Mar 2026 19:39:08 GMT

There are various ways to achieve this with the help of customization. Here is the link to our help center article that covers App Routines. Also, if you wish to do it by yourself, here is the link to our Customization section.

We also offer in-house consulting. If you wish, we can help you build as well. Let us know if you need any further help with this.

Re: Linked Tags

Method_Inderdeep — Thu, 26 Mar 2026 13:39:18 GMT

Are you using Method Classic or New platform?

Re: Linked Tags

Method_Inderdeep — Thu, 26 Mar 2026 13:23:18 GMT

Hello Kristine,

No, tags added to an Invoice do NOT automatically flow to the Contact or Customer Portal in Method CRM.

Here’s how it actually works:

Tags are typically record-specific (e.g., Invoice, Opportunity, etc.)

If you tag an Invoice, that tag:
- Stays on the Invoice record
- Can be used for filtering, reporting, or workflows tied to invoices
It does NOT sync or propagate to:

The Contact record
The Customer (Portal view)

Why this Happens

Method CRM treats each table (Invoice, Contact, Customer) as a separate entities unless:

You explicitly map or automate the relationship
Or build a custom workflow

Here are some options:

Option 1: Automation (Recommended)

Create an automation like:

Trigger: Invoice created/updated with a tag
Action: Update related Customer/Contact field

Example:

If Invoice Tag = “VIP”
Then update Customer field → “Customer Type = VIP”

Option 2: Custom Field Instead of Tag

Instead of tagging invoices:

Create a custom field on Customer/Contact
Update that field directly (manually or via automation)

This way:

It shows on:
- Contact screen
- Customer portal (if exposed)

Option 3: Portal Customization

If you specifically want it visible in the portal:

You’ll need to:

Store the value on the Customer record
Then expose that field in the portal layout

Hope this helps!

- Inder

Re: "Is to be Printed" and "Is to be Emailed" fields ignoring QB customer profile defaults via API

Method_Inderdeep — Wed, 11 Mar 2026 14:28:36 GMT

Hi Rafael,

In QuickBooks Desktop (QBDT), the “To be Printed” and “To be Emailed” options are not settings that can be configured at the customer level by default.
How it works in QBDT
To be Printed and To be Emailed are transaction-level flags.

They are set when creating the transaction (Invoice, Estimate, Sales Order, etc.).
Each document can be individually marked for printing or emailing.

Where you see it
When creating an invoice or estimate:
1.Checkbox “To be Printed”
2. Checkbox “To be Emailed”
These are applied per transaction, not automatically from the customer record.

Would you be able to share a screenshot showing where this is configured at the customer profile level in QuickBooks? This can help us to investigate this further.

- Inder

Re: Zapier help - find Opportunity ID

Method_Inderdeep — Mon, 26 Jan 2026 11:37:06 GMT

Hey Hallie,

Are you building this automation directly in Zapier? If so, could you please share a screenshot of the Zap configuration?

A 401 Unauthorized error typically indicates an authorization issue. Can you confirm whether this is being set up via the Method API or through a Zapier connection? If you’re using Zapier, please also ensure that the connected Method account has Admin-level access, as this is required for API actions.

Regards,
Inder

Re: Screen Capture Function

Method_Inderdeep — Thu, 15 Jan 2026 15:26:14 GMT

Thanks, Brooke, for sharing your feedback with us. I’ll pass this along to the Product team for consideration in future development.

Re: grid column formula

Method_Inderdeep — Tue, 05 Aug 2025 12:11:11 GMT

Hi MarkC,

There is no SQL override in Method like in NEW Classic. Aggregate from a linked table but only in specific contexts.

Workaround using Actions + Fields:

You can create a numeric field (e.g., “Total Amount”) in the parent table.
Then use Actions (e.g., “Loop Through Table”) in a screen or AppRoutines to calculate and store the sum/count from the linked table.
Example: Sum all Opportunities for a Customer when a screen loads or a button is clicked.

Example Use Case:

Goal: Display the total invoice amount for a customer on a custom screen.

Create a field in the Customer table: TotalInvoiceAmount.
On your custom screen:
1. Use an action loop to fetch all Invoices linked to the Customer.
2. Sum the Amount field.
3. Update TotalInvoiceAmount in the Customer table.
Display this field wherever needed.

SQL Override?

No — Method CRM no longer supports "SQL override" or direct SQL querying like Classic versions might have allowed. The entire customization model is no-code / low-code.

-Inder

Re: New to report designer

Method_Inderdeep — Tue, 05 Aug 2025 11:47:21 GMT

Hello Pelectric,

Thanks for reaching out and welcome to Method! We’re excited that you’re exploring what the platform can do.

You’re absolutely right. The Report Designer and customization tools are incredibly powerful, but we understand the learning curve can feel steep at first.

Hands-on training & customization options:

Free Live Webinars & Resources
We offer live training webinars and an extensive Help Center that covers the basics and beyond.
1-on-1 Personalized Training (Paid)
If you're looking for a more guided experience, we can connect you with one of our Certified Method Consultants. They offer:
- Screen-share walkthroughs
- One-time setup sessions
- Full customizations based on your unique needs
Custom Setup Packages
For those who want a “set it up for me” experience, our consultants can handle the heavy lifting and tailor your Method account to match your workflows and reports.

Would you like us to connect you with a consultant to scope out a one-time session or customization package? Just let us know a bit more about your goals, and we’ll get you started.

Looking forward to helping you get the most out of Method!

Re: OAuth 2.0 Client Credentials Request for WooCommerce & Method Integration (Make.com)

Method_Inderdeep — Fri, 30 May 2025 16:03:38 GMT

Hello fatihsancar,

To proceed with your request, please have the Admin of your Method account email us at api@method.me with the following details:

A brief description of your use case
Your current Method account information

Let us know if you have any questions!

Re: Method API file download issue

Method_Inderdeep — Wed, 28 May 2025 21:18:42 GMT

Hi KyleF,

We have a different API endpoint for files. Can you share the request you are using that results in a 'permission denied' error?