Method Community

Hi Innovative, This depends on your organizations needs as there are different payment gateways which have their own unique benefits. Method currently supports four payment gateways, check out our Payment Gateways help center article. If you decide to use one of those providers then read our Add a Payment Gateway article, which will help you ...

Hi Innovative, I haven't seen any issues like this in the past and no this would not be the cause of the problem. When the records are no longer in Method, do you have conflicts that need to be resolved? At what point do the customers start "disappearing" in Method, is there any commonality? - Ashur

We add our additional emails with a new contact but this is a personal preference. Do what you believe would be best for your work flow. If adding a new email field in the Contacts table, remember to take into consideration other screens in Method that rely on emails, i.e. List Builder, Cases, Activities, etc. If you need to send emails to both of ...

When we create an invoice in Method, is there a way for our sales agent processing the order to receive a BCC email that the system will email to the customer?

which is cheapest and best to be able to collect eft thru method?

This is becoming to be a problem, we are having to do a full sync weekly to make customers reappear in method, could this be caused by multi user quickbooks users and all users having sync engine running?

Hi Jason, It is now working. It probably had to do with my browser, because I don't get this problem when view the report from another computer.   Bu I do have another problem with Report Designer with another form.  On a Sales Order I have added the column Other2 that we use to input the quantity shipped.  In Method it ...

Hi Greenbee,  You may create sales reps in Method in the Quickbooks tab group under Lists>Sales Rep. You can then assign them to leads, customers, and opportunities yourself if needed. If you would like to take advantage of the built-in conversion charts on the home dashboard, you may ...

Hi Dawn, This is good to hear!  Glad everything is back to normal. - Adam

Thanks!  We've found that certain zoom levels in Chrome is causing this.  I'll update this thread when its fixed. - Adam