Method Community

Hi Brian, Leads can have transactions. For example, You can select a Lead, create an invoice, and so long as "Wait for Sync Approval" is checked, it will not sync over into QuickBooks.  Estimates, Sales Orders, etc. will also function the same way. Wait for Sync Approval is a flag in Method that is used to mark transactions that ...

Hi Sharron, Method doesn't have any additional apps at the moment that would assist for inventory tracking.  However, Method does offer basic inventory features and we do have some aspects of the QuickBooks Advanced Inventory feature available.  We are currently working on syncing with more fields from the ...

I am trying to create a E-Mail template that does the following in the body of the message. 1. Says "You have been sent a total of ?? work orders." I want the ?? to update with the numbers of work oders emailed. I can make a pop-up message give the total count but can't figure it out in the email ...

Hi Adrian, I was informed that we were pushing out an update for the Invoice screen overnight for the October Version, this would likely be the cause of your errors if you were attempting to access this screen at the same time it was being updated.  Please try again today and verify that this error has gone away, we apologize for the ...

We get this error message on the invoice page in the october version in the August Version it works fine. The error relates to the Invoice list. ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid object on the screen and republish. If the problem continues, please ...

thank you Jason! That is exactly what I need!!! But I dont know how to get that screen that you are on or how to run the report from CRM. Can you help me get there? Sorry, I feel like this is pretty basic stuff, I'm just not sure exactly what is going on:(

We are looking for a way to keep track of our Inventory with Method.   Is there such an application to assist with this?   Thanks   Sharron Moore

I am wondering if leads can have transactions and if those transactions would stay out of QuickBooks? I am thinking about importing our ecommerce retail customers as leads and including their transactions in the leads activity.  We do not import retail customers into QuickBooks which is why I would want to leave them as leads.  Please ...

Hi Nebo, There is an action available to make the field in a grid to work as a hyperlink, the action is called "Load Web Page".  You can find a good explanation of how this action works, took a look at this link from our Help Center Articles.  Essentially you can take a URL from a saved field and make it work as a hyperlink. ...

Hi Scott, To get you started, you can filter your reports directly in Method. If you edit your Generate Report action, you'll see filtering options. In your case, it may be best to filter for "Wholesale" in the CustomerType field if this is where you categorize your customers. See my screenshot below. In this example, ...