Method Community

We currently have two companies using Method. Our first company has used Method Classic for two years and second company is just starting to use New Method. We are having trouble with setting up a new payment gateway on New Method company. We are using Chargeanywhere.com and they support the Authorize.net emulation by ...

The following updates are now live for users of Method. Bug Fixes Fixed an issue where Tax options were not appearing for QBO US users on the Invoices app. Cheers, Ashur

I am trying to set up a user to be able to see only his work orders but all customers. When I set his account permissions to share all records he is able to see all cutomers but also others work orders. When I uncheck the share all records then he is very limited on what customers he has access to. How are customers assigned to users? Even as an ...

Hello, I am kinda new to method, so I apologize if this is easy or covered in another topic.  Here is what I want to do. I want to create a project management app, where the first screen is a list of projects, and when you click on that customer/project, you go to a screen with information of that project. I want to be able to have ...

Hi, If I'm trying to mass update a field like assigned to - how do I do that without exporting to excel and importing back in.  I get a bunch of bugs when i do this.  I see that we can create a button and loop through grid to update.   how does one do this step by step?  When I try to code a button to do this - I ...

Hi, I'm new to using Method and just getting things set up.  I need to categorize my customers and leads like (retail, resellers, distributors) so I can send different emails and generate a report on them.  I'd also like to be able to categorize by industry and many other metrics. Looks Like tags would be an easy way to ...

The following updates are now live for users of Method. New Features The ability to save searches, column selection and column sort order as a custom views for grids (PL-15310) Call web service action now has support for sending headers and body when making calls. (PL-15058) Universal search now has an option to open contacts in a new tab. ...

The following updates are now live for users of Method. New Features Added Editable Grids to the Sales Orders app (PL-14788) Added a Markup and a Markup % column to the Editable Grid on the Estimates app for QuickBooks Desktop users (PL-15943) Bug Fixes Improved validation on the ...

The following updates are now live for users of Method. New Features Added Editable Grids to the Invoices app (PL-14728) Bug Fixes Improved validation of Invoices app for QBO accounts (PL-15726) Cheers, Ashur

The following updates are now live for users of Method. New Features Added Editable Grids to the Estimates app (PL-14728) Bug Fixes Improved validation of Estimates app for QBO accounts (PL-15726) Cheers, Ashur