Method Community

Is there a way to setup the Quickbooks sync so that is syncs everything to Method CRM from Quickbooks.  But if changes are made in Method we do not want everything to Sync back to Quickbooks.  For example we do not want invoices changed in Method and we definitely don't want any changes updated from Method to ...

On my SO Screen I would like to be able to view in PDF (and eventually print) as a Sales Order (with prices) and also as a Packing List (without prices).  I have the two Reports created in my account.  I created a second Preview button on my screen but I see either the Sales Order or the Packing List on both buttons.  One is linked ...

Hi Dimm!  You can set up activity reminder emails, but at this time they can only be sent out 15 minutes before the due date. We are currently revising this for future versions of Method. There are a few things you need to check to make sure they are being sent: 1. Go to Customize>Tables/Fields and click ...

Is there a way to access the Serial/Lot number data in QBE 13 Advanced Inventory?

Hi Method Team! I'm using demo version Method CRM and i want make reminder for activity. I've new type of activity, for example "Send approbation case". Then i've done new activity, set Due On and Due Ending. I want recieve email reminders: - before 3 days the Due Ending; - before 3 hours the Due ...

"June" version now available The following updates are available on the staging site, as of June 14th.  You can access the June version by clicking "Switch to the June Version" when you sign into Method. Improvement: We have added behind-the-scenes support for MailChimp integration. This won't be made available on ...

Hi Kenneth We have done some work around this.  Depending on your objectives you may be able to use a combination of Method's web forms, portals, and case data structure to create the desired customer interaction.   Of course you can start from scratch and build your own data structure and interact with your data using ...

Looking to make Active Case's into Work orders. Has this been done before.?  I need to be able to quickly go from web form input to case (or skip the case and go to work orders on the waiting list) to work order to invoice as fluidly as possible.  I also am looking to email contacts when they have gone from waiting list to a ...

Hi lifezz, We've seen these problem crop up a couple times recently. Basically, something funky happened during the QB install which is not allowing Method to talk to QuickBooks correctly. Check out this link from the QuickBooks Support website. Try the first solution to see if that works, if not then you'll need to go through solution 2 ...

PerfectBrewServices,  This program will only work in a Windows environment. Are you using Windows? Jason