Method Community

Hi Fred, So, there's a few things you can do to restrict your access to that tab.  The most basic option you have to prevent viewing of that information, you can restrict viewing of that tab by roles. To do this, go to Customize > Tabs, and click "edit" beside the Quickbooks Home tablink. There, beside the ...

Hi Naeem, Thanks for the quick reply. Actually, the G/L accounts do show up on Method. In fact, not just the accounts, but the balances in each account, which really is none of the CRM user's business in most cases: To demonstrate: 1. Log into Method. 2. Top right corner - next to "Recent" click the dropdown (defaults to ...

Hi Fred, Thanks for joining Method! To address your first question, the G/L accounts are native to Quickbooks and don't show up anywhere on Method.  As for your latter question, unfortunately there isn't any way to stop syncing certain customers to QB unfortunately, because the sync feature is such a critical part of the system. ...

Melissa wrote in and asked if there was a resolution to this. To Melissa and anyone else following this, This is still on our radar as stated previously. This will likely be something we add for V2 of Method and not V1.  There are work arounds through customization to incorporate this, however they are quite complicated and beyond the ...

Hey Dustin, Fields accept HTML input, so you can add a link using HTML. You can read here about the "a" tag which allows you to create a web link. The simple explanation is, if you want to make something in your description a clickable link, you have to wrap it with "<a href='url'></a>" tags. ...

Hi Dan A., Have you looked into what's available via the fieldservices app (located under customize-->myaccount)....I'm not sure if it will meet all your needs but it may help get you started. I'm also gonna suggest you contact one of our Method Solution Providers at the following url ...

Hi, How do I prevent a Method CRM user from viewing the G/L accounts in QuickBooks? Also, I only want certain customers to be synced from Method into QB, based on specific Method users. How do I do that. TIA Fred

Hi, We currently have a field in our inventory items that we copy and paste a link to our vendors website or to the item that its being added in. Is there any way we can make that external link a clickable link so we don't have to copy and paste to view the vendors site? Thanks - dustin

Hi Carissa, Yes that is possible in Method! With a Method Pro account you have access to Method Field Services which has time tracking ability. Method also has a report builder for you to create any custom report you would like. The times entered can also be synced with Quickbooks for calculating payroll.  Radwan

Thanks Greg - I was putting my OnClosePopUp actions in the Child screen instead of the Parent. All is well now - thanks again!