Method Community

Hi Shane,  Have you done a "Changes - Only Synchronization" or a "Full Synchronization"? That resolve conflict error from Method doesn't mean that it had removed the tracking number from QB. That error message only means that Method couldn't either add, delete, or modify a specific invoice in QuickBooks because ...

Hi rbsom,  Please go Here for our "Method CRM Help Center" article titled "Specify your Email Provider" which will give you the instructions to succcessfully setup your e-mail settings within Method.  I hope that this helps.  Ronen

Hi smohyee,  Sorry for the delay in responding to your post. I have just tested the report designer to see if it was possible to add only a description to an additional line item within an invoice or any other transaction line item grid within Method, but it won't let me do that.  Ronen

Hi swm023, The following steps will help you to add additional data to the "Opportunity Stage Category" dropdown: Go to Customize>Integration Tools Click on the Go to Import/Export... link within the Import/Export section. In Import - Step 1: Import/Export menu, in "1. Choose to import or export:" select the option ...

Hi Dave, I wasn't able to duplicated the issue on my account. The way I duplicated this issue was by adding the 1 D&H to a shipping table, and then I inserted the exact same data on the grid again through he "Insert Fields Into Table" action on a button in the screen.  What I would do, is consider discussing this ...

Hi rlemoi, If you go to the following blog Here, if you look at the last section that is order listed by numbers, point 2 mentions that the plug-in works with Outlook 2007 and higher. The article also has other great content related to the Outlook Plug-In. I hope that this helps. Ronen    

Hi John M, I was able to log into your account successfully, and I wanted to give you the following troubleshooting steps: Go to QuickBooks>Resolve Conflicts. Please review the conflicts that are there. If you like us to go through the conflicts that are there, we can do that through our consulting service at $125/hour (minimum 30 min. ...

Hi LaCrews, Let me look into this, and I will give you a response shortly. Ronen

Hi LaCrews, Which default report are you referring to? Ronen  

Hi rlemoi, As an update to my original post, you can make a copy of the "CRM_ActivtyCalendar" screen by doing the following: Go to Customize>Screen Click on the "CRM_ActivtyCalendar" screen and click on the Copy link.  In the Copy Screen Wizard that appears, in Step 1 of 3: Choose Screen, you need to select This ...