Method Community

I have documents uploaded in Method.  I can not find anywhere on here or support center how to get that document to a potential customer via email with a a prewritten template.   Help!

Hi Jonsturm34, Before the user is prompted to pay has the api inserted the sales order and line items in method? During the save/update process is when the tax calculations are done. So you would need to save it in method first....then you should be able to retrieve the tax that was calculated.   Dave

Hello thepostingboard, Ah, is it only being used for display purposes? Would you not want to alter the different options you have under each category? Is it possible that organizations may change their services eventually later on? A solution I can see is to create three custom fields, one for each category of your CSV file. Stored in your CSV ...

I would like to have a go to button on the list builder screen so I get to the customers page and edit, see acitivites, etc for any person I click on, just like we can do when displaying an existing lead or contact list. What I've figured out so far is click customize, screens, CRM_list builder(3) (i built this so I could have ...

Hi David,  1) You can adjust this setting within your Method account. Go to Customize > My Account and click on User Password Preferences in the Change My Account Settings section of the screen. Here you will find the field Minimum minutes Method is idle before asking for login.  2) Ensure ...

Hi Marcelo,  Sorry but unfortunately there is no way to delete the alt contact once it is entered into QB. You can change the text in the field but you can't actually delete it. If I can find a way to work around this I will definitely update this post.  - Jason

I have two questions... 1) Are you able to adjust the session timout length? 2) One of my users is trying to synch using both the full and changes only synch methods and is getting the spinning wheel for about 4-5 seconds and the screen returns and to it's previous state. The synch is not going through for some reason. They are ...

Hi, Really all we want is to have their program information on our CRM. We will not be running reports from the fields, it will strictly be  used by our sales team to educate themselves on the servcies provided by the company to help determine the best placement for ads.

I am trying to delete a contact and I get a message that says "this is a quickbooks alt contact, can't be deleted" is there a way around this. The contact was created by mistake, I had a phone numer in the alt contact field in quick books, I want to fix this, how do I do it?

Hello thepostingboard, I looked at your website, and I saw that you also want to filter on fields and list a number of related categories at the bottom. You may be able to do this with tags or selections lists, but the main concern is the work flow with the other parts of your CRM. I probably need a bit more insight into how it would be fully ...