Method Community

I want to set up some tags and test mail chimp but iI dont seem to have a way to add tags,  I checked and the page has not been modified it stock any ideas would be great. Thanks

Hi wildliferemoval, This message may be in a Conditional Warning action. Since you get the message when you press Upload a New Document, the action is probably stored inside this button. On the New Customer screen, it looks like this: If you change the highlighted text to Vendor instead of Customer, this should solve your ...

Perhaps I should explain  little more of what I am trying to do. I have the Google app but  I would like to make sure all of systems over and above Method & Quick have all my contact info.  Seems like Google apps is a central point that my cell ;phone (blackberry Q10) , My phone system (Ring Central), My Tablet (blackberry ...

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