Method Community

Hi jbadwal, To make sure that the user is active, you want to go to Customize>Users, and click on the Edit link for a user. In Step 1 of 10: General Properties,  you need to make sure that you have a check in the checkbox for Login is Active. In addition to that, in Step 4 of 10: Access to Tab Groups, you need to make sure that this ...

Hi Katie G, Is this issue happening on an original Method screen or a customized Method screen. Can you please hover your mouse pointer over the New Opportunity tab link and let me know what information is appearing on the description rectangle box that pops up. Ronen

Hi swm023, I have a more up to date suggestion that is easier to implement then by using that Import/Export tool suggestion but I have one question.  What kind of view are you trying to filter and what is your criteria? You can only filter a table based out of the fields that are currently available in that table. Since you are refering ...

Hi Navitha, I have some questions for you: How are you generating the e-mail in Method? Are you trying to display data from a table in Method in the body of the e-mail? Ronen

Hi John M, You can definitely delete invoices and an estimate in Method and Quickbooks and it will definitely make the proper changes in the other respective application. For that specific invoice conflict, you can figure out why the conflict has occured by reading the message that appears below the Filter, Date Time, Type, Table, Record ID, ...

Hi rbsom, I just wanted to assure you that after you change the company information in QuickBooks with the new e-mail address and do a full synchronization, that in the home screen of the third party portal you will be able to send a new case notification as well as the notification to a case response to that new e-mail address. I hope that ...

Hi Blake C, After you have set up your users within Method, please follow the following steps to make sure that you set their own e-mail preferences successfully: Go to Customize>Users. In the section for Edit an existing User, click on the Edit link for the user that you want to make the e-mail preferences settings.  In Step 2 of ...

Hi swm023, I want to make sure that the following steps have been considered when making changes to the original "CRM_NewOpportunity" screen. Copying the original Method screen: Go to Customize>Screens. Click on the "Copy" link for the "CRM_NewOpportunity" screen.  On the "Copy Screen ...

My guess from reading your question is that you signed up for the desktop version. There is nothing to install for QB Online version, so it would be a dead end.    Try going to appcenter.intuit.com/method-CRM and signing up for a trial from there.  You should be able to get started right away. 

Hi Dave,  I have an updated response to this post. When I logged into your account, I was able to see this issue on your customized screen. On my account, I was not able to duplicate this issue on an original Method screen and I was also not able to duplicate this issue on a test screen that I have created in which I have followed the steps ...