Method Community

Hello Lindsey, Thanks for reaching out. Out of the box, this feature is not available in Method. The reason why we do not have this in the first place is to avoid mass delete of the data. Because if you delete the activities it is a hard delete and you might lose that data. But if you would still like to add that feature in Method, you ...

Hi everyone. I would like to be able to select multiple activities (checkbox) and then choose an action for all those selected. Fro example I would like the ability to select several activities at the same time then delete them. I was ablet o add the checkbox to the activity from however they is no outcome, I can select them but not do anyhting ...

Hi Jamesvree, Welcome to Method! Can you provide me more detail about your workflow? When you say about deals, what are you referring as deals in Method? Also, with every Method:New account, you get one free hour of consulting with our Consulting team. If you would like to use that free hour to learn about how to customize or have ...

Hi all I have just signed up to Method and have been entering some customers and opportunities with the retrospective line items. I want to be able to see the cost, sell price and margin's of deals with a consolidate view of deals for forecasting purposes (revenue, margin etc). What's the best way to get this result? Im not sure if ...

The following updates are now live for users of Method. New Feature QBDT - Sync Multiple ship addresses (PL-19415) Bugs Fixed issue with URL validation when using the Call Web Service action. (PL-20010) Regards, Laks

That's perfect!

Hello rberlin01, As you have also emailed us about this issue, I have replied to your email and we can troubleshoot it over email. Let me know if that works for you. Regards, Inder

Hello, We disabled one of our accounts (licensed for 2) and setup an additional. However, the new user isn't receiving the invitation email. We have checked our mail server logs, white listed the address, domain, and IPs, nothing seems to work. Any thoughts, are we missing something?

The following updates are now live for users of Method. Bugs Updated the Invoice/Estimate/Sales Receipt apps to help support description only-line items for QuickBooks Online users. (PL-19464) Improved sort order of transaction line item grids. (PL-19217) Resolved a scenario where certain fields were not showing/hiding for Group/Bundle ...

The following updates are now live for users of Method. New Feature New Printable Sales Order and Purchase Order templates for QuickBooks Desktop and QuickBooks Online users. (PL-19017 & PL-19018) Cheers, Michael