Method Community

I just tried deleting the small change that I made yesterday and the problem is still happening.  :(

Hi all, I am suddenly having a problem printing multiple invoices at one time.  I made a very minor change to a custom invoice template in Report Designer last night (added a field in the GroupHeader3 section of the invoice template). This morning the client emailed me that when she chooses multiple invoices to print, the first invoice ...

Hi, On Method CRM for Quickbooks, there is no default way to block off certain dates for holidays in the activity calendar.  This goes for both desktop and online.  You said you could do this in the desktop version, was this through customization? You can achieve this type of function through customization. You ...

Can you set defaults for services? The program that we use now, it allows you to set default crews, starting and ending date, renewal date, etc. So everytime you schelude that particular service, we do not have to enter that info

Hi Marcelo11756, What you should be doing is assigning the Work Order to the Team Leader so that when you're entering your Time In/Out info, just select the appropriate item from the Work Order and assign the correct members of the team to it, check out the screenshot below for an example. If you haven't already, you should check out ...

Hi andy, The magnifying glass button is built alongside the dropdown button on mobile optimized screens so it can't be disabled or removed. Without it users will have to scroll through pages among pages of records, i.e. going through your customer list when you have 1000 names beginning with Chris and you're looking for a specific ...

Hi Mario, This is not something built out-of-the box for Method and we don't have a set work flow as every organization does things differently. Your technicians will either need to create the Work Orders/Invoices themselves or you can go the route of customization. But depending on the scope of the project this can be quite ...

@Grif - Are you still experiencing an issue? @John M - How did you transfer your QBD data to your QBO account? The QuickBooks Online API doesn't support the IsActive status to change so it has to be set to Yes/True. If you delete a customer in Method/QBO that's when it'll be set to a Deleted status in QBO and will show up in your ...

Hi Sage_Kevin, Like most other websites, Method does support UTF8 character encoding. What are you looking to do exactly, translate your screens or enter records using UTF8 characters? It should work fine, however if you come across any problems just let us know. - Ashur

Hi Marcelo, You can definitely use the same name.  You might notice that when you add the first item in the work order that it will auto populate the Job Name field with that item. You can also change this yourself.  - Adam