Method Community

Jeff, Glad to hear it! -Ben

I am about to import many contact logs (The equivalent to Method Activitites) into Method and I would like to know the correct table and required fields to use.  Any help would be appreciated.   Thanks!   Jeff

Mike, After looking further at your "Company Name 33" example, I have a better idea on what is happening here.  When you enter this Customer in Method, the record gets saved exactly as you wrote it from the "NewCustomer" screen.  However, as soon as this record gets synced with your QuickBooks account, the ...

This worked perfectly.  I have successfully deleted >5000 records and Method CRM and QBO are in perfect sync. Thanks! Jeff

Mike, Off-hand I can't really think of an easy way to do this.  I would think you could possibly save these values to shared action results for these 2 fields in the grid for the top item on a "Lose Focus" event.  Then do something like add a button so after you have filled these grid rows with new Line items, when you ...

Hi Dodom2, We generally only request to look into a Customer's Account if we feel it might be a direct Support issue on these forums, however from what you are describing, this seems more like a customization issue.  We do answer most customization questions here on the forums, however if we find something is too advanced, or ...

Hi Steve, The Portal is used so that your clients can log in and view and print their transactions, pay invoices, submit customer service requests, and view FAQ articles about your company. It's like a "My Account" area of Method for your clients. The great thing about a Portal is that it can be customized in the same way that ...

hello method friends, I am trying to generate a list of wholesale customers with their contact info that have ordered in the last two years. I have tried generating reports with quick books and spoken with intuit directly bit in order to do so I will have to perform a number of convoluted tasks and ultimately need to employ pivot tables in excel. ...

Hey Adam, Beta sync engine is all hooked up. Is there any documentation on the advanced inventory fields available through the new sync engine? Best, Charles

Hey Nelson, While I seriously appreciate the effort you've put into your answer, I believe the entire point of my question is still being missed. OBJECTIVE: To define semi-complex table SELECT queries, which actually follow the criteria presented to them. As we only have the option to define two AND WHERE statements in the table loop ...