Method Community

Hi Rolf, I doubt this is something that will be implemented into Method as reconciliation is considered an accounting feature. Method's core function is a CRM system, not an accounting system, which is why it works alongside QuickBooks instead of replacing it. If this is something that ends up being on the list of things to do for us then ...

Rolf, I'm assuming you mean this symbol: I can't seem to recreate it.  How are your grid set up?  In all of the settings I could think of, its just a small column to the very right. - Adam

Hi Ben, Since this is an install issue, we can troubleshoot this over the phone.  Call 1-888-925-6238 and select 2 for support and we can help you with this.  Alternatviely, you can email support at support@methodintegration.com and let us know a good time when you can be reached.  - Adam

I have a problem in some of my grids which has been an isssue for quite some time. When we type something into the filter fields of a grid, another column pops up on the right hand side with the little symbol used for clearing the filters. Sometimes this is not a problem, as the column width is very small; while in other grids that column ...

There is a Reconcile flag field in Quickbooks used for reconciling bank accounts. and I would like to be able to access it in Method. Is it available somewhere now; or is there a plan to have it in the future? thanks, Rolf

Ashur, Wow, good news and amazing response time; that was impressive, lol. I think I'll just post a few more questions now. Rolf

Glad to have helped! Yes there is a possibility of it being added soon, I've received word from the dev team that it has been recently made available in the SDK so it's just a matter of when we will be able to get to adding it on our ever expanding list of things to do. I'll update this post once I receive an update  - Ashur

Ashur, Thanks for the tip about the Send to Desktop command; it does exactly what I wanted. Although I understand that you wouldn't be immediately implementing a discount functionallity in the stock screens, I already have what we need working, except for the class field, as indicated previously.  If this field could be added to the ...

SO initially was using a normal gmail account for the admin for my account. Realised I needed google apps email to be able to use the google app. So changed email to an apps email is now giving me... test2@*************.com|Switch Accounts|Become a Vendor|Help|Sign Out You have requested Method CRM for QuickBooks® and Gmail™ ...

This isn't something available out of the box as Method isn't a ticketing system, it's core function is a CRM. You can create cases for each contact which you can then add activities to but you would have to make one for each customer. If you would like we can put in a case with our Consulting team to get in touch with you when they ...