Method Community

Another point to add: These items may be listed as inactive in QB and you're able to see them in Method due to not having a filter setup for only active items. - Ashur

Hey Innovative, How exactly is this affecting your billing? Do you mean that it's causing confusion for your staff as they're unsure which items to select? Am I correct to assume that this came up sometime after you performed a Verify and Rebuild on your QuickBooks file. I've seen strange scenarios with item ...

We just noticed a problem that is affecting our billing. In our quickbooks we have part#s with dashes in method it shows a part number with dashes and another one without?  the ones without dashes have no prices, the ones with ( which are in our qbooks) have prices ex: 406010 is in method search in invoices as well as 406-010  how do we ...

Hi Dawn, I tested in multi-user mode and it still works fine.  I'm fairly sure this isn't a Method issue as we haven't had any other user mention this.  Also, Method has zero interaction with the password box in Quickbooks.  This would be a major security hole if third party developers had access to the ...

Hi ncbiay333,  This seems like a pretty complicated customization job with a lot of steps and there can be many different ways to pull it off. I can point you in the right direction for each of your points, but you may have to hire a consultant to complete this job for you.  [quote user="ncbiay333"]1) Customize ...

Has anyone had success with anything similar to this, integrating a credit card swiper of any brand to be input into a Method mobile screen? If not, brainstorming it seems my best other option is a card swiper that integrates with my payment gateway (Authorize.net), but not Method, forcing us to enter the payment into Method manually after ...

I took a look at your CRM_NewLead(2) screen and found that you put the LeadSource_RecordID field on the screen and just renamed the Caption to Lead Source Name (see below). So the Lead Source Name field doesn't actually exist in your Customer table. You'll first need to create the text field in your Customer table in order for ...

That's a good question. If a customer record is deleted from QuickBooks but still appears in Method after a sync then either it is a different record than the one that was deleted, or the unique identifier (ListID) no longer matches with the one stored in Method. Other than that I haven't seen records not sync to Method from QB. However ...

Lead Source Name

I'm attempting to do some extensive customization with my CRM to allow my company to do pretty much everything within it. Our company hosts a competition 2-3 a year with various events and levels depending on the amount the customer pays. What are are trying to do is three fold: 1) Customize Method to look for specific paramaters ...