Method Community

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, ...

Hi there,    We are using API to import invoices into method, from a third party tool. Once this is done it shows correct time of import to me and another colleague. third coleague (Nicole) has the previous day set there. I was told that methodcrm picks up the time from local machine. I reviewed the settings on Nicole's machine ...

   Hello there,    I'm having links for call recordings imported into InvoiceLine Description http://screencast.com/t/DZauHZVI How should I edit this link so I get clickable links in MethodCRM customer portals. So the goal is that customers could click a link in grid in their portal that will open their call ...

Hi, Sorry for all of your frustration with this.  Unfortunately the Surface RT, while it runs Windows 8, is still a tablet and won't run Method through the browser like a regular desktop browser would.  You'll run into the same issues as other tablet devices.  Part of the issue is due to the dynamic screen ...

The MethodAPIGetScreenURLV2 does not work when the account has not been synced with QuickBooks. The link is instead going to the QB sync screen like it would if you logged in regularly and the account had not been synced to QB.

A user emailed in with this question: I am missing something, I cannot convert an estimate to a sales order and then to an invoice. Is this something that needs to be turned on? Mark,  From the Customers>Estimates tab link, you will see a button at the bottom of the screen called More actions.... If you click this button, you ...

I’m having some technical issues which have been a bug for me for a while now but after investing in new tech, thought I had it sorted .. however I’m afraid the problem has reappeared.   When using my new Surface RT, trying to load up the calendar with a number of users showing or even just a week view, the whole thing comes to ...

Thanks Jason! I followed the link and watched the videos and was able to make some custom reports fine but I was unable to generate a report with just wholesale customers. If that is possible I then need to arrange them accrding to most recent order so that the customers who have not ordered in a long time are on the bottom. Or, if it would be ...