Method Community

It seems recently (over the past month or so) we have been having a warning box pop-up when trying to sync. Its the QB "Bank Feeds in Use" warning box. This stops the sync engine from continuing and is extremely annoying. I don't recall this ever being a problem in the past and I don't think we have changed the way we use ...

The following updates are now live for users of Method. Bugs Fixed various issues with criteria builder not loading as expected. (PL-21412, PL-21425) Regards, Michael

Has anyone setup a system to send text messages through method? Looking for a recommendation for a service that can easily be integrated. Thanks! 

I am inquiring specifically about Estimates here, but any grid on forms is relateable here. I wanted to know if you can set the lines of an Estimate to prefill to default entries. Our crew basically enters the same few items on all estimates, and adds the secondary items as needed. Can it populate on load with chosen items? Thanks!

Hi, I have many customizations that were made in Method that I absolutely love. However, the program is lacking tremendously in it's ability to produce nicely formatted pdfs of Invoices, Estimates and POS. Due to the nature of my business, I require the use of the text editor box to display the Descriptions of my Items. This looks ...

The following updates are now live for users of Method. New Features Call Another Action set is now Call Routine. (PL-20239) Bugs Fixed issue with Grid Filter view values sometimes blanking out on edit. (PL-20744) Regards, Michael

Hello, I can see this is quite an old post but are there any instructions available as to how to achieve what Adam is talking about in this reply? Many thanks, Stuart

Hi JKS, How is your Admin getting all the customer questions, & comments? I can try and guide you in right direction but I just want to make sure I understand the question correctly. -Inder

Hello All, We are planning to add a new column "LastModifiedDate" across our most common tables that dont have one already. We are currently looking for Beta testers who can use this column as part of their API calls to Method and give us some feedback. Please email beta@method.me with your CompanyAccount ...

The following updates are now live for users of Method New Features/Updates for QBO users One Sync to handle QBO integration. No more 2 different syncs. Hyperlink for users to "Perform Sync" Hyperlink for users to "View Details" Tooltip to let users know that clicking on "Perform Sync" is not necessary ...