Method Community

I would like the transactions in the edit customer screen to include and have an available filter of the following below. This info has to be for each specified/job/customer. Please advise if this is possible and point me to the right direction to have this available. Thank you.                  ...

Hey guys, I just updated my account to the new CRM pro to take advantage of the Documents table. We are trying to make API calls to the new table but are getting this error. "Failure. The API could not validate your log in.  Please make sure you have entered the correct Company Account, User and Password, and that each are spelt ...

Hi Kitty, You could make the sub jobs that are completed (2011 jobs) inactive, so they won't show in Method with the filter view Shared Active Customer Contacts.  They will still exist that way. - Adam

Hi Sandy, Thank you so much for your post.  I've replied to you offline about another new group that is for MSPs.  There has been a bit of confusion because I have been posting about both  To clarify for everyone, this group is for Non-MSPs, which means business owners who are using Method solely for their own business.  ...

Hi April.  I would be very interested in joining this group.  I've just returned from Method bootcamp in San Francisco with Joe and am so excited about using the software. I just passed the Method level 1 exam and just received the Advance Certification last week.   I'm currently using Method within my company and ...

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 ...

Started working again so all is well.

Problem this morning copying a screen from one account to another.  The last few days I have been trying to fix some issues in my account and at method tech support suggestion I created a trial account to do so.  In the process I moved some of my custom screens to trial account to sandbox them while i worked on my original ...

I had the same problem over the last few days.  Rerplacing screens etc suddenly started breaking my pop up links and even some tab links.  I was able t fix most of it manually but wondering why this started happening as never had a problem with it before.

Hi, This one is a doozy, so I am not expecting much of a solution, but I have to ask. SO, we have implememented a program called Big Time, which is a job tracking, timer software. Big Time links with QBs and within BT, we make subjobs under each customers (beacuse we are seasonal, and do the same job types every year, we create the same jobs, ...