Method Community

We are considering using Method as CRM with our Quickbooks.  Seeking some feedback from actual users of what you like, what you don't like, are you happy with your decision, etc. Thanks.

Greetings Method Community! This week I hope you'll find time to take a break from your hard work, relax with friends and family, and enjoy all that Thanksgiving has to offer. I asked my fellow Method friends what they were thankful for, and altough many voiced their gratitude towards various foods, what everyone here ...

Hey kenlyle, Have you worked with our report designer yet? If you go into the report creating action, it will allow you to launch the report designer. The report designer builds off of the customer table, and has other tables as "detail" tables -- i.e the invoice table, contacts, etc. It sounds to me like all of the things you're ...

Hey kenlyle, The phone numbers are indeed normalized into the "Entity" table -- thus, if you go to the "Entity" table (click on Customize > Tables/Fields > Entity > Edit Fields) and add a new field named "IsSMS" (with the necessary field details), you will be able to reference the IsSMS dropdown in any ...

I am needing to create a mailing list for a physical address mailing. I can not get any list builder to work, it only gives me the e-mail option. All of the webinars I have seen are older and I do not have the options they are discussing. Thanks!

Woops! I fixed my own problem and thought I'd share. There's a little icon on the left-hand sidebar called "Page info" and that had what I was looking for. Sorry! Hopefully this helps someone else.

Hi VLocke, I'm glad you have solved your issue! If you have any other concerns please feel free to call our support line at 1.888.925.6238 or through email: method@methodintegration.com Radwan

Hi, I have a report designed in the method report designer and I'd like to add to the page footer some text that will show "Page X of Y" or something to that effect. Not sure how to do this. Any help would be MUCH appreciated. Thank you!

Josh - Just a quick update on this. The issue I spoke about above has now been resolved.  The transactions tab now filters out transactions based on the users permission.  If the user does not have access to the tab link specified for 'invoices' (as configured in the Google gadget settings), then the user will not see ...

I am being asked for a "Customer" report including: Alternate contacts (email addresses) List  Monthly fee Invoicing/subscription date - A complex query/join to the InvoiceLines table? Pseudocode maybe like: DayofMonth(Max(TxnDate)) where InvoiceLine like "*Monthly*Fee*"  Items Owned - A list of items from a custom ...