Method Community

Hi Rolf, To accomplish what you are suggesting you need to do a few things.  1) First, you must add a linked field to the InvoiceLine. Under Customize -> Tables -> InvoiceLine click edit fields. Select Linked Field from the radio button. Choose ...

Long story short here is what I'm facing: http://screencast.com/t/m6rVg2Lm9aZP Could anyone help and tell me is I'm doing something wrong here or it is a bug?

This is a guest blog post by Matt Raiser from Tech in the Field. Matt is a QuickBooks Pro Advisor and Certified Method Solution Provider who's developed a number of apps using Method. My family purchased an asphalt maintenance business in 1997 amid the explosion of computer use and their promise of increased productivity as a result of the ...

Hey Carlo, Method does not have Project Management features out of the box. However, you could have customization done to accomplish what you are looking for.  Like you have suggested, you could use cases and activites to update customers on their projects. A simple way to notify your customers of an update could be ...

Hey jdibona, I have not been able to replicate the issues that you are having, but here are some clarifications that should help: [quote user="jdibona"] 1) Is it possible to have a single contact associated with multiple campaigns?  2) If so, how should I add a contact to a Campaign? 3) I've created Activities that ...

Charles, Glad I could help!  :) - Adam

Hey Ben, I was not able to reproduce the issue you were having. The only thing I can think of is that you may have hidden the section in the Screen Editor by clicking Hide/Show, pictured below.  If that does not help, you may want to try creating a new screen based on that table. You may need to speak with a Consultant if you ...

Hi! We are trying to create a new process to track specific projects and their progress, and have the customer be able to login to their Method portal and see the current status of their order.  Kind of like when you order a pizza online, and you can login in and see the delivery status (ordered -> pizza being built -> ...

Please check to see if the Method Integration Engine is up and running and your Quickbooks file is open. If the sync engine is working, the customer you are deleting may have transactions associated with it. If customers have previous transactions, QuickBooks will not allow Method to delete them. If you check QuickBook -> Resolve ...

Hey Sam, The refresh arrow at the bottom did not work. Previously deleted customers are still there....I heard that there is a syncing issue. Is that the case?   -M