Method Community

Radwan, Thank you for your response. Everything seems to be running and syncing properly with this exception. Method is connected to QBO in this case - so there is no Multi-user mode. The customer I am trying to delete does not show any information on the screen when it is giving me the error message. I did look up the Record ID number and ...

Hi Peri Janis, Tags are an excellent way of classifying your leads for the purpose of creating email campaigns.   Associating tags to your leads cannot be done when importing directly into the Customer Leads table.  When you import a record into the Leads table, Method will automatically create a record in the Contacts table for ...

Hi Garrett, I can see your custom fields but not your Workers Comp or General Liability fields. I'll need to get my hands on a copy of a Contractor's Edition to really test this. In my research so far, I can't find any mention of these fields and how they interact with third party applications with the SDK. I'll keep digging ...

Hi Josh, The Google gadget has a settings link, which allows you to tie gadget functionality back to Tab Links within Method.  If users have access to the particular Tab Link specified while logged into Method, then they will have access to that functionality in the gadget.   For example, when loading customer information, the gadget ...

Hey Guys, Getting up to speed on working with the API over here... just one issue we're having at this point is that the desktop sync function is not working or I'm syncing the wrong (or not enough) data. Created a new customer via the API with all required fields & more. Everything looks good... even tried syncing both the Entity and ...

Hello, I installed the codec and can, in fact, view every other webinar except this one (including the Introduction to Customizeation Screen).  I can hear this webinar... but the screen is black.  I'd really like to see this webinar. Suggestions? Thank you! Meghan

Hello,      When you enter the credit card number in Method, it is stored temporarily until the sync happens.  Once the sync occurs, Quickbooks will get the credit card number.  It will then send either a blank number or X'd out number back to Method.  This depends on your setting in Quickbooks, summarized ...

I am importing new leads into Method from an excel spreadsheet.  I'm still a new user so I have only done this once before.  So right now I just have one group of leads in Method.  I have 2 more lists to import.  I need to be clear how when I import new leads, to keep them seperate from my other leads.  Are assigning ...

Hi Antonio, I was able to recreate this error by selecting a template that wasn't related to a purchase order (eg. an invoice or estimate template).  Is it possible you selected a template that isn't for purchase orders? - Adam

Hey Greg, Okay--just so I'm clear on this... when a credit card number is entered in Method, it essentially syncs back to QB and is removed from the Method database? I entered one yesterday and it was available, all digits, as much as 15 minutes after entering but I think my sync manager may have been on pause. Just wanted to ...