Method Community

What is a "Webinar"? You're busy. So you are finding it hard to get enough time to sit down, and learn how to get the most out of Method. That's why you need a webinar! It's only 30 minutes long, and is the fastest way to learn about Method.  A webinar is a web-based presentation to a group of attendees. Simply ...

Matt Raiser from Tech in the Field has been working diligently on a new app called You Rang.  As the name might have suggested, this app works with your caller ID enabled modem to detect inbound calls and helps you to quickly locate customer information and log activities. How does it work? You Rang detects an incoming caller's ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Manual The Method Field Services Quick Start Guide has been updated and improved to reflect the changes over the last few months, including the upgrade to the new Method CRM 2.0 back end. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Time Tracking Method CRM now syncs with QuickBooks Online Time Activities. This means you can now build screens and business processes that insert time for billing and payroll into QuickBooks ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads Reports Addressed potential issue with “null” values that may have prevented a report from displaying. (QBD & QBO) Changed logo at the top left to be 400 X 60 to support ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity Fix - the Activity Type dropdown list now filters to show only types with IsAppSpecific = No. (QBD & QBO) Fix - the Follow-up Activity Type dropdown list now filters to show ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List New - a new linked field has been added to the Activity table called “ActivityTypeIsAppSpecific”. (QBD & QBO) Fix - all filter views for the existing activities ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Type New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app.  By default, the activity type ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - Lead Source dropdown located under the ‘Lead Information’ section now provides the option to add new values to the Lead Source dropdown list by clicking the dropdown ...

Call Web Service Action The number of parameters allowed on the Call Web Service action has been increased from 5 to 10.  Long term, we plan to make this unlimited. Due to your feedback that it has been difficult to debug the Call Web Service action, we created a test environment.  I think you'll really like this.  Just ...