Method Community

Don't know if there is a latest update to the plug in, but this would be very helpful for myself and my techs in the field. I downloaded the plugin, adjusted the settings as asked, and tried to sync contacts when I got all kinds of interesting error messages. Here's a list of the errors that pop up in order of appearance. Any ...

I see on the Help Center (http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=How-Google-Calendar-sync-works&id=214) how Calendar Appointment Fields are mapped to/from Method & Google. I'm working on customizing our Field Services Work Order (Activity) process. Specifically, I need to assign multiple ...

Hi Mike, You won't be able to keep the same customer name unless you delete the customer record.  The only difference between a Lead and a Customer is the IsLeadStatusOnly field.  They are actually both records in the Entity table.  The Entity table is a special table in Method that syncs Customers, Employees, Vendors and ...

I would like the following mechanism to be in place for sales orders (ie. our customized Invioce screen): - A "Submit Order" button that notifies head office when a sales rep finalizes an order. I alread have inserted an action to uncheck the "Wait For Sync Approval" checkbox, but I'd like this ...

Only the new customer job entries will have the Method assigned job #. I need the current job numbers that we created, for all our past and current jobs, to remain assigned, as is,and not change. We want to start the Method job# creation as of the day customization is complete, and use it only for the new customers from here on. All previous info ...

  Hey Michelle, The list builder is going through your whole company file looking for items that match your criteria. This can take longer if you have a large company file. We don’t have a way yet that will allow us to stop the actions in the middle of running. If you want to do a search and omit Customer:Job you will see on the ...

Emma wrote: Hi there, We started the installation yesterday and left the computer turned on to let Method Sync, but there seems something wrong, as this Sync takes forever from yesterday overnight to this morning, are you able to help? Regards, Emma

So trying to figure out the best way to configure method with our Quickbooks setup. We have a server running windows server 2008 that hosts our main company file, then have 6 computers with quickbooks installed that access that company file on the server in multi user mode. We dont want other users have administrator privaledges. From my ...

Guys I understand all of you are exteremly busy but this issue is very urgent for us and I will really apprecaite it if you can attend to it. My biggest problem at this time is that the Sync engine simply ignores all the empty fields that we send its way through the API. Thank you! Nick

Nick, After some more testing, I was still able to delete the email from Method, even when it was required in QBO.  I was able to do this both from the Edit Contact screen and the Edit Customer screen.  Can you not do this?  Again, any errors when you sync? - Adam