Method Community

We received the following question from Holley: [quote]Is there a way to export templates that we have customized from Quickbooks, like estimate or invoice into Method so we can use them as the default when emailing a contact?[/quote] Hi Holley, Custom QuickBooks templates don't sync over to Method, however, using our Report Designer you ...

Anyone have any PHP code for integrating with the Method CRM that would be willing to share?

Every business needs a great story, the kind that engages customers and partners, builds long-standing relationships and generates referrals. And if it’s really compelling, other people will tell it for you. That’s the essence of solid public relations. So how do SMBs get started in PR? As a former agency owner, I want to say, ...

Scott, I've created a case for you and I'll respond there. - Adam

No sir we do not.

Scott, Quick question, do you use either the Outlook plugin (and calendar) or the Gmail calendar? - Adam

Thanks Adam, I have no idea how that would have happened because there are literally over a thousand of those and I know that neither I nor our two salespeople would have had time to do that:( so please if you can find out what is wrong I would really really really appreciate it!!!

Hi Scott, Yes I did.  I took a quick look last night and found that from the occurrences I looked at, all had been changed at some point.  The field "IsChangedOccurrence" was set to True.  This would be why you can't change them as a group/series anymore.  I want to dig a bit deeper to find out when and ...

Adam, Did you get the email I sent you? 

John, I created a case for this and sent you an email. - Adam