Method Community

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

Update. Have once again removed QB and Method entirely from my system.   Reinstalled both.    Ran updates on QBE on all computers.   So far so good.   Glad no one else is having the problem!  :D

What is the best aproach to a client with two emails? Create a new field in the customer table? "email2" or add a second contact with the same name to the customer

Hi community. I want to use method to tell me the coversion rate of Leads to Customers, and I can't just create separate users and use the provided ones.  We've only got two sales people and they're both unwilling to use the CRM and are pretty dense about technology.   So what's the workaround here, and how can I generate ...

I'm using Chrome on a PC

Hi Dottie, Does this customer have any transactions associated with them? Is there an existing Entity conflict for this customer record? Perform a Full sync and see if one shows up. You'll then be able to Refetch that record from QuickBooks. If nothing shows up then try accessing the customer record after refreshing your screen, you ...

There is a possibility someone accidentally deleted a job in Method and I have to retreive it. It still shows up on the customer list but when I click on the go to link, I get a blank form. Is there a way to retrieve the info??

Hi Dawn, If you wish to persue this further we could set something up.  We haven't had any other users mention this so I'm wondering if it's something specific to your computer.  We haven't changed anything with how Method interacts with the Quickbooks SDK from R4 to R6. So I'm betting the change is something ...