Method Community

"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

Strange, I'm experiencing this as well. I may have to log a ticket for this, but in the mean time there's another way to do this in order to get it working for you. You'll first need to add the fields form the Contacts table (that you want to show in the report) as linked fields in the Activity table. Then create a new report based off ...

When I go to download report designer--- it just goes into my download folder and this error message pops up 'There is no default application specified to open the document “MethodReportDesigner.application”. It then requests I pick an application to launch the file.  

Thanks Adam, I have already spoken to Insynq and they have a turn key process that will allow this to happen. I appreciate the insight. Bryan

Hello, we recently upgraded to Quicksbooks V13, since then its stopped syncing with method sync software, I have tried everything, rebuild file,  backup and restore to a new file,  Checked in Quibooks intrigrtion, method applicaiton is correclty setup and  allow and read is clicked,  the login ...

That's awesome Allison.  Let us know if we can help with anything else. - Adam