Method Community

Hi JWS, Great, thanks for letting me know. -Ben

Thank you it worked.

Hi JWS, I have figured out the easiest way for you to carry over the newly created value from your Estimate screen, over to the Sales Order Screen. Keeping what I have already mentioned from above, we have created a new dropdown field, "SidingColours" from the Estimate Table.  Then I would suggest creating a drop-down field in the ...

Hi Suzanne, All the records that are assigned to this user will remain assigned to him if you make him inactive and remove his ability to sign in. The user will not actually be deleted from Method, just marked as inactive (therefore not showing up in your users list unless you click Show inactive users). If you like, you could ...

To anyone following this, We resolved this through a call with Grif.  He was subscribed to the Method Q&A forum, and as such got all emails for that forum.  If you wish to receive emails for just your posts, see the screen shot below: Hope this helps. - Adam

Hi, We had an employee leave the company, and no longer wish to pay for his account.  If I remove it from 'Active/Paid toward licenses' status - what happens to all the work orders and estimates that are assigned to him? Thanks for your help.

LJR, A credit memo in Method provides the same functions as in Quickbooks. You can use credit memos for refunds and it will adjust your Quickbooks inventory levels accordingly. The stock Credit Memo screen in Method gives you the option to choose the items and quantities credited, which will then be added back ...

My company does small jobs for major companies. We bill the major companies for the work on their customers. I am trying to eliminate double data entry. I need to know basic step by step procedures for setting up customers and work orders in the field service section of method, so when the order is complete and we input the times for the service ...

Hi LJR, It would be difficult for us to know exactly why your transactions haven't recently being syncing over without more information.  For starters, I would suggest checking your Conflicts, by going to Quickbooks->Resolve Conflicts, and see if these transactions that aren't syncing over show up here.  I have provided ...

LJR, Click here for a breakdown of the differences between Method CRM and Method CRM Pro. The Report Designer and Quickbooks sync will work fine on Method CRM. You won't be able to do any advanced customization though (ie. creating tables and dropdown lists).  Jason