Method Community

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 ...

Hi VolcanoDiscoveryHawaii, I haven't come across anyone using a Credit Card swiper, at least they didn't tell me they used one. I haven't actually used one myself so I'm not really sure how your swiper works and whether or not it speaks directly to Authorize.Net's VPOS solution. Method itself is a SaaS ...

Hi Adam, I am not sure what to say.  It is out of my realm to explain - it wasn't part of the password per se - it was once you entered the password - and hit o.k. then it aborted.  They said it had to do with the Quickbooks listener perhaps? I can put you in touch with the tech who stated that it was Method.  Call me to discuss ...

I passed the wrong password value in an API call multiple times and the user got locked out of Method. When I tried loggin in to Method it said I needed to wait 10 minutes before trying to log back in. I've tried multiple times after waiting more than 10 minutes and even tried resetting the password for this user all to no avail. The only way ...

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 ...