Method Community

We recently had our database on QB's Enterprise 14 become corput. QB's has repaired the file and we want to resync it with Qxpress. We have of course been working in Qxpress between the time the database was corput and we received it back working. The database file name has changed and we need to resync it to Qxpress. I ...

A user emailed Method with this question: Could it be possible to create a hyperlink in Method that can carry CRM actions?  This way, in the customer notes field, we could send CRM users to another area where the details are stored.  Also, QB users could at least see that more information is available in the CRM. Hi ...

We received the following question by email from James: [quote]I have sales people that I am trying to figure out how to assign customers to. How do I assign a customer to a sales person so that other sales people can not have access to that customer or set of customers? Or said another way how do we control Sales person "A" from ...

We received the following question from Holley: [quote]Is there a way to export templates that we have customized from Quickbooks, like estimate or invoice into Method so we can use them as the default when emailing a contact?[/quote] Hi Holley, Custom QuickBooks templates don't sync over to Method, however, using our Report Designer you ...

New Method User Group starting for Non-MSPs in January 2013 James Baker and I are starting a new Method User Group in January. If you are a Method user and not an MSP and want to network with other Method Users and learn, please send me a message or email to join. We’ve asked MSP's not to join because they have their own user groups ...

New Method User Group starting for Non-MSPs on Tuesday, November 13 at 7:00 am Pacific Time James Baker and I are starting a new Method User Group on Tuesday, November 13 at 7:00 am Pacific Standard Time. If you are not an MSP and want to network with other Method Users and learn, please send me an email to join. MSP's are not included ...

One of our screens is working properly in the June version, but not in the July version.  We load a users username into a hidden textbox, then we use that hidden textbox for filtering in our dropdown boxes.  So, for example: We have a customer dropdown box that allows our users to choose which customer to assign their time to.  For ...

  A client email this question to us "All Activity (from any user) on any Customer in Method is listed as a Activity from a single user (David Proulx) in QB. To have proper accountability for each user in Method, we would want for each user's activity to show up as their related user account in QB. Example: Justin Campbell and Joe ...

We setup an employee in QB and then setup a user in Method. But now when we try to link the Method user to the QB employee, the employee name does not show up in the list ... and it's been weeks since we added both so we know it's not just a sync delay problem.  Also, if we try to assign this user to an invoice, the reps ...

Hi Method Team, I found a wierd problem that happens only rearly - I'm looking at a customer's shipping address in Method. All the information is nicly entered in all fields, Ship To (3 Lines), City, State and Zip. In QuickBooks I see the information Duplicated for some reason - I already tried to sync it mutliple times. So this is the ...