Method Community

Brian,  Fran is absolutely right! Just an extra thought though. You won't be able to bring your templates over to Method with one click, but you can design your Method screens to look similar to your Quickbooks templates, using the same fields of course! Like Fran mentioned, you can always contact an in-house ...

This question came in from Paul: Wondering if you could help answer this.  Everytime someone pays their bill online, my boss gets an email.  I've tried going to all of the settings to change it to me instead of her but I can't find it. Hi Paul, The actions on the screen look for an email in the BCC section of the template. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Receive Payment Fixed (#4444) - Added a check to prevent loading of most recent AR Account, Deposit To Account and Payment Method for existing Receive Payments.(QBD & ...

Hi Ben, Can you email me the Company Account name and activate the MethodSupport user so I can sign in and take a look at the portal? Also, please let me know what the name of the portal is. I'll do a test on mobile to see if I can get you an answer about the issues you are having with scrolling.  Jason

Hi Juliet, Please look below for my follow-up to your questions.  1) You can always increase the size of characters for each text field from the table the field resides in.  In this case, go to Customize->Tables/Fields.  Locate the Customer Table, and find your custom "Competition" Field (refer to the 1st ...

Hi Juliet, I am not sure I understand exactly what you are asking.  I think you are attempting to create a new dropdown field that would be associated with the CRM_NewLead Screen.  If this is the case, then you would have to first create the new "Business" DropDown field in the table that is associated with the CRM_NewLead ...

HI I created a new field called business with  a dropdown in CRM New Lead(2). I want to be able to edit the values in the dropdown and I can't. It keeps telling me that the field is linked to a screen - which it is - the CRM New Lead (2) Screen. There is an additional value I want to include in the dropdown list. Thanks, Juliet

Hello. I am trying to import contacts that are leads. They are individuals and not companies. 1) How do I import and then view a list of contacts with Tags? When I import using the Contacts table I cannot find the list anywhere. When I try to import using Customer Leads then I can't import TagList. How should I best do this? 2) How do I do a ...

So after all the bugs with portals in frames we have had to go back to using the portal using method site and are using domain masking, so it looks like our site still. But now in internet explorer all the formatting is off. It works in the frame but not normally?!?!? Weird. Here are the iinks to how it ...

Hi Ben, Sorry I am just getting around to this now - I am not sure what happened to July. So I added my custom field for competition. I have two questions that don't understand: 1) Field is too short and needs to be longer 2) Field does not appear on lead records I have already put in method - 300 of them? How can I make that ...