Method Community

Can portal users be assigned QuickBooks Scheduled Reports? Can portal users view QuickBooks Scheduled Reports in their portal?

First...Thanks ... I have a client that is interested in using Method for their salespeople across the country. They are in need of a commission report right now.  I thought if I could create this report within Method...this might make the sale. The commissions are based on Inventory Item (Cost, Sales Price from Invoice and Spiff)  ...

In an attempt to delete a Field that I had created, it errored out and said that I still had the Field in use on a Screen and now I can not load either the CRM_EditCustomer, Field or Screen. I get the following error. ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid ...

Hi Kat, Yes, you are able to import custom fields. During the import process, you can specify to create a new field for a specific column. For example, if in the import file you have a header called ‘ContactRegion’, then during the import process, the import tool will allow you to create a new a field for ...

Using multi-tenancy, is it possible to assign activities (for example) from franchisor to franchisee, and visce versa?

Hello, I was watching the video tutorial on how to import contacts, and I was wondering if there was any way to customize the fields when importing a CSV. Do we absolutely have to use the ones given by Method (such as "FirstName") and those ones only? For example, we would like a header to read "Job Title," but there is ...

Hi Marcelo,   [quote user="Marcelo11756"] 1- I created some invoices and none of the invoices calculated the sales tax, is this because there are set to wait to sync? I have to sync first and then print them.?  [/quote] To make the calculation appear, you have to click the Save button. As ...

That's great Mark!  Justin, you can use the List Builder to send out mass overdue balance emails. Here is an article in our Help Center about the List Builder. In these emails, you cannot include an attachment of their invoice(s), but you can include a link to the Contacts portal where the recipient can log in ...

Hi Martin, As you mentioned, the estimate report displays the USD currency due to a script in the background. We reviewed similar older issues, and have come across a workaround to resolve the script issue. Please follow the steps below: Open report designer and copy the estimate report template. This is required because any ...

This question came in from Nick: What actions do I use to delete multiple opportunities? Hi Nick, This can be done a number of different ways.  I'd recommend creating a screen with a grid that shows all of your opportunities (you can even edit the existing Opportunities screen).  Include a checkbox in the grid and have a button ...