Method Community

Hi, I'm having difficulties creating my own custom mobile screen.  Here are the steps I've taken so far. 1. Create a new screen.  In this case I copied my exisiting New Opportunity screen as I need a mobile screen to enter new opportunites. 2. I edited the screen checking the box "optimize for mobile device". I ...

Hi VLocke, Please check to see if the Method Integration Engine is up and running and your Quickbooks file is open. If the sync engine is working, the customer you are deleting most likely has transactions associated with it. Also, if the QuickBooks file is currently in Multi-User mode, QuickBooks will not allow customers to be deleted. If ...

No problem James -- have a great day! :)

Naeem, Understood.  Thank you very much.  I was close...but just a little confused. All good now. 

Hi urbanhaze, Sadly, Method does not integrate with QuoteRoller out of the box, you will have to build an application that does. It should be possible using our API to retrieve/update all the data in your method account that would be used by QuoteRoller, and vice versa. In terms of pricing I suggest you contact one of our Method ...

Hi, I'm not currently a Method customer, but I am trialling the software at the moment. One thing I'm interested in is if it's possible to integrate the online software QuoteRoller with Method http://www.quoteroller.com/  I'm told this would probably be through the API, as QuoteRoller also has an ...

Hello again Method users; it’s Alex (your friendly neighbourhood documentation specialist), here again with more good news for those of you pining for some down-to-earth Method support.  I’m pleased to announce that even more documentation has recently been added to our Help Center (courtesy of yours truly), including a full ...

Hello VLocke, I would try a Full Synchronize.  If you are already in Method, you can go to QuickBooks > Synchronize, and click on the Sync Now button right beside the label of Full Synchronization. Also, you may want to see if the Customer has synced over, but is hidden.  Go to Customize > ...

Hi James. Sorry for the delayed response. To clarify: the "customer" table is literally a view of the entity table. That's why you'll never see the "customer" table (or vendor, employee, etc.) show up on the Audit Trail -- they're all just different views of the master Entity table.  Any updates, ...

method:v2 latest alpha publish The following list is what has changed for the alpha-version of method:V2. This includes code checked in between November 8th and November 13th. The last published version was Sunday November 14th, 2013, at 5:55 PM Eastern. Fix - show the selected row color of a grid. Fix - cleaned up the text for entries into ...