Method Community

Hi Jwarren, Thank you for the feedback, as we also use Method users here, so I do agree with what you are requesting.  I can definitely make a request to add this option to the pop-up sign-in Window.  However, I believe there is currently a link on this Timeout pop-up screen to go back to the main login page, ...

Hi Mark, To take it a step further, do you think that Method could then be customized, or an App built, to work within Method to perform as an order management/fullfillment application, such as OMX OrderMotion? http://ordermotion.com/ Thanks, Nathan Hotler, CPA Account Supervisor, Client Accounting Services 11766 Wilshire Blvd., Ninth ...

I have several custom fields in the Item table in QuickBooks. When I create a Sales Order and select items, Method is able to write to these fields (the sales order goes through fine and all data is saved). However, when I try to edit the sales order with Method, I get an error stating I cannot edit the selected field (one of the custom ...

What you'll need is to use a Character Function to join the two values.  That character function will save the joined values into an action result that you can then insert into the appropriate field in the grid. As long as you make that field unique in the table, it can act as your key. - Adam

We are making our move to Method CRM from basically a mix of other software programs. We have successfully imported all of our Quickbooks data into method as well as Leads from another program. What we need to do now is import our contacts into Method using the CSV format. My main question is, Is there a way to import more than two contacts into ...

Hello Support, You know what would be real nice? When I get timed out of a session to be able to have the same login options as I have in the main login screen. The popup to log back in does not allow easy access to choose Google or Intuie OpenID logins. Just an Idea...

That seems to get me pretty close, I understand what you say about using max to determine the current max in the row. I have included a section of my grid for clarification. I need the displayLine fields to be sequentially numbered from top to bottom. (1,2,3,4,etc) right now the problem I am having ins correctly configuring the where ...

Hi Community! We recently signed up with MethodCRM and it's been working wonders as far as integrating with our Desktop Quickbooks (Premier 2012). I'm trying to set up a report with report designer that will allow me to list all time sheets that have been submitted from all our employees, grouped by customer:job within a given date range. ...

Hi Nebo, You can find some great documentation about filtering grids by clicking here. See my screenshot below to learn where a filter view can be selected on a grid.  If you do not see this option on your grid, it may be because you haven't added any filter views yet. To add a filter view, edit the grid and skip to ...

I'm not able to do screen shots. Can you provide a screen shot of each step?