Method Community

Hi Brian, Your custom fields do show up in the tables in method.  You will need to customize your Sales Order screen to add your custom fields.  You can also customize to contain all of the fields you have on your Template in QB..    This is what makes Method CRM so cool...  If the field belongs in QuickBooks, the data ...

In QuickBooks we have a custom field for Serial Number and Warranty Reason that we use for reporting on warranty items.  We also use Templates for our warranty reporting, for example if you choose the template "warranty sales order" then we can report on all warranty items that were sent out. So I would like to know is there some ...

Hi John, I have been trying to think of different ways to do this, but there isn't really any simple solution that we can offer.  It could be possible to make use of the Method API to do something like what you are requesting.  It might also be possible to create sometype of customized solution within Method, but you ...

Melissa,  Here is the link to our webinars page. :) Jason

Hi Melissa,  The fields that you are looking for must be available in the correct table. If you take a look in the Field List in the Report Designer, you can see which tables the report is based off of. In my example below, the report is based off the Estimate and EstimateLine table. If you expand these options, you will see the ...

Hello: I was wondering how you can permantly uncheck the Waiting for Syn approval box on the sales order page.

Is there any update for this issue?  I am having the same problem. Carol

Most companies send out invoices and then get paid and payments apply to the invoices.  I get paid in advance and write a credit invoice.  After that, when I write an invoice to send to the customer in Method, it doesn't show the credit and it looks like the customer still owes me money when he doesn't. Am I ...

Instead of a patio, Errol and I sat in a park for lunch. Although it’s hard to believe, we’re already into the second half of the summer.  It seems that flocks of people are heading to the closest patio after work and families are packing up and heading out of town. So, what does this mean for your business? Do you worry that ...

Hello! I'm running an Opportunity report using the integration tools in Method. We had the programmers add additional fields to the Opportunities that allow us to enter the Vendor we purchased from, and the Cost of the purchase. I'd like to be able to output these two fields in the report, but they aren't coming up as options to add. ...