Method Community

Hi JWS, You might have already found the answer to this over the weekend, however you should see a new screen named the same as the dropdown you created.  When you create a new dropdown, it will create a new table for that dropdown, as well as a new screen.  If you go to the Customize->Screens area you should find the new screen ...

Dear Support Team, I am a new in Method. I have tried to create an Estimate in CRM and sync with Quickbooks, but I have received this message in Quickbooks > Resolve Conflicts: Could not add/edit the Estimate 'RecordID 57'. Click More Info to learn more about which record this is. The response from QuickBooks Online was: -19807 - ...

Grif, you can import/export table data from Method from/to Excel/csv, and import/export to csv with Gmail, you should be good for creating new contacts from either program in the other one.  Are you using the Method Google Gadget?  See ...

good eveing,   I have two payments processed thourgh the portal that are giving me this error and not syncing with QB.  In QB they both have Transaction ID#'s but I cant figure out were the disconect is.  I ran into this last month on some one line invoice's so I simply deleted them and created new ones and applied the ...

Is there a way to copy or sync Method contacts with Google contacts? Grif

Ben, I had a customer that wanted something similar. They wanted to text their employees the start time and location for the next day and have their employees respond to confirm. I added a field for storing the text number for each employee. The number that would be saved was the 10 digit number plus @vtext.com (Or whichever carrier ...

Seems to me this should be simple. However I am not able to figure it out. I created a dropdown field in the estimates table. After I created the drop down I noticed a few things missing that I would like to see in the drop down. I can not figure out where to edit the items I entered. Please help! Thanks

I am trying to add documents for my vendors and possible for employees in the future. In my vendors screen under Vendors and Contacts List I created a section called documents and it shows up next to address info, additional info, transactions and activities. I have the grid all setup just like it is set up under the customers screen except the ...

Hello Forum Viewers, We had a good question sent into our support email that we felt would be good to share and discuss with other Method users.  In my own words, the user was wondering if it is currently possible to offer sometype of alert to customers through an SMS text message, and then receive back confirmation ...

Hi JWS, I am going to look into this a little further when I have some more time, however for now I can hint to you where this action would likely be added. If you are using the "More Actions->Create Sales Order" Button from the Estimate Screen, if you go to edit this button, and choose the "Create Sales Order" ...