Method Community

Hi haident,  At this time, we only support the 32 bit version of Office 2010.  Ronen

Hi swm023,  Are you able to create an invoice for any other existing customer in Method when you don't select the checkbox for "To be e-mailed in QuickBooks?" If you are having trouble creating the invoice for this customer when you place a checkmark in the "To be emailed in QuickBooks?", are you getting the ...

Hi info@bottomlinetaxservices.com,  In addition to my original response, within that same window, if you select the "Appoinments" tab, please make sure that in the "Synchronize the following activiy types" dropdown selection, that the "Activity Types" from Method that you want to synchronize has a ...

Hi info@jemelsmith.com,  When you select the "Setup" link for the Outlook Plug-In in Outlook within the "Method" section, make sure that in the "Appointments Details" tab within the "Settings for Outlook Add-in for Method Integration" window that comes up, that you click on the ...

Hi haident,  The plug-in only works with Outlook 2007 and higher.  Please refer to the following forum post HERE for compatabiliy and additional information on the Oulook Plug-in 2.0.  I hope that this helps.  Ronen

Hi m.guy,  I just wanted to let you know that the old screens from Method CRM Full Blown are no longer upgraded or supported. In order to be able to have the fix for this error message, you will need to update to Method CRM or Method CRM Pro.  I hope that this helps.  Ronen  

Karen, To add to what Ronen has already mentioned, this might have to do with the fact that the QB tool your installing uses shared components that Method uses from QBFC.  Once suggestion I have if this keeps happening is removing QBFC and the Method Engine, installing your QB tool and then re-installing Method. We can't really control ...

Hi kdellaripa, Is this issue still happening? If it is, can you please call me at the Tech Support Line at 1-888-925-6238 extension 2 then extention 1 and I will attempt to troubleshoot this further. Ronen

Hi lvharris, I just logged into your account and changed the e-mail settings under Customize > My Account and selected the radio box selection for SSL as well as no SSL. In both of those cases, I left the port field empty as well as added the port number for 465 and 587 and I wasn't able to send a test e-mail.  Can you ...

Hi khorner,  The Activity.ContactsName, Activity.ContactsPhone, Activity.Contacts, and Activity.ContactPhoneNumber, are related to fields that are added directly on the work order screen itself.  The Activity.Contacts field is used when you add a Contacts dropdown field onto the new work order which is related to a linked field in ...