Method Community

I am the Admin user for 2 new Method Accounts (2 different clients). I am trying to change or add items to the following dropdown lists. Please advise if these lists can be modified and if so how to do so since the instructions are not complete: Under Leads Type (which has 4 items only and limited in scope), Lead Status  (I ...

Hello, Transactions (estimates, invoices, sales orders) deal with Customers. 'Customer' is a unique identifier between Method and Quickbooks. Only the primary and alternate contacts in Quickbooks are sent to Method. Any other Contacts created in Method can be used for CRM purposes only and will not sync to Quickbooks. You ...

Ok, I have been using Method for a few weeks now.  It's time I select a CRM.  I've evaluated Salesforce for Quickbooks, and it was working until Intuit decided to pull out their support for the Sync manager and Salesforce.  I am looking at Zoho, but it seems weak in the area in customizing to my needs. Thus far, I really ...

I currently use QBooks Online to email my invoices. After creating the invoices and saving them, I filter the transactions by date and email them in batches. I realize that once I change the QBooks contact list through uploading to method, my ability to email invoices through QBooks will be impared - as I will only have one single email address ...

As partners...you really should work this out with the two that are on the list because this hasn't been smooth with the partner host not aware of the added step on your end with setting up roaming.  I'm not really able to find any documentation on it although I do recall seeing it at one point so I had nothing to show ...

Hi there, Would it be possible to create a link between Items stored on estimates screen to a custom screen? I am trying to make it so the items that are logged for customers on estimates screen have a direct sync to a screen that I have created so we can sort through items, vendors, customers etc.  An ...

Is there a way to exit a form without saving?  We have had problems with reps having sales orders or invoices open in method after they sync to QB.  In order to exit they have to save.  Sometimes, the form has been marked up in QB and the save process undoes the markup in QB.  How can we avoid this issue?

Hi Dave, To do this, I recommend filtering out all of the estimates with a status of "draft" from the grid on the ContactsPortal_Home screen. Since this is a default screen you can't edit it directly, but you can make a copy, and then replace the original screen with the copy. To do this, edit the grid on the screen ...

Hi Issam, My apologies for the late reply. Unfortunately you won't be able to link Work Orders to Vendor Bills since Vendor bills do not sync to QBO. This is why the Bill screen is hidden on a new Method for QBO account and also why you can't find the BillLineItem table in the tables list.  There have been some updates to the Inuit ...

Hello Meghan,     I didn't see the double post, so here is the answer to your BirthDate inquiry.   In essence, yes, you can add a field to the table, call it a different name like BirthDateCamper and use it in the screen.  It won't be in QuickBooks to sync, but you can use it in customized reports in ...