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Hi James, There's no reason in your case to keep around any of the contact data, so you should go ahead and delete that too. :) Cheers, Naeem

Naeem, One more question: I notice that the contacts (table) record remains (with partial data) after manual deletion.  Is there  MethodCRM specific reason I would not want to delete the contact record as well?  In this situation these are duplicate leads. Thanks again, James

Hi swm023, I am unable to duplicate this when tyring to log into Method via Mobile sign in. On your mobile device can you please sign in through the mobile sign in link located at the bottom right corner of the page. I've attached an image showing where the sign in is located.  Please let me know if the issue still occurs if you sign ...

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 ...