Method Community

You mean Gmail Gadget is the same as Google Gadget?? I have seen this screen before. If this is true, it looks like the lead has to send me an email in order to activate the gadget. This opportunity came in a phone conversation.   In the meantime, I entered the contact information from Outlook into Method.   In another ...

I'm making more of my screens available on the mobile web. Are there any best practices (e.g. screen widths/percentages) you guys have for makiing my screens work well via mobile? Tips, pointers, do's/don'ts? Thanks!

Hi, If they are a Gmail contact (not in Method though), you can add them to Method using the Gmail Gadget.  Is that what you mean? - Adam

It's a custom table I created yesterday. Importing from CSV file. It works...just no progress bar. Just thought I would put it out there in case others were seeing it especially since the new December version came out.

Hey Blake, I've been unable to replicate this behaviour, just exported/imported into two different tables (Opportunity and Customer and Customer Lead) and the upload progress bar showed up both times. First time with a small amount of records, second time with a large amount of records. What table(s) are you importing to ...

John, Sorry for the confusion.  I have QBO Essentials running on my machine, which doesn't support Inventory Tracking.  This is why I couldn't find the invetory item or the cost field.  Currently, the Quickbooks Onine API doesn't support inventory items.  The link below is from the Intuit API.  All developers ...

Hi Lisakay, The 'Contact' fields hold all the information for that particular Opportunity record, whereas the 'Contacts' fields show the actual Contacts info which you can edit/view in the Add/Edit Contacts screen. For example, if you edit an opportunity and remove the value in the Contact Name field then save, when you ...

Have been using Google Gadget for about a week and noticed that it works for known customer/leads. I have a new lead who is already in Outlook/gmail contact  folder but not yet in Method or QuickBooks. Would the Outlook plug-in fill in this gap?

Hello, There are several fields in the Opportunity Table that seem to be for identical information. For Example: ContactEmail and ContactsEmail ContactMobile and ContactsMobile ContactName and ContactsName ContactPhone and ContactsPhone When/why are the Contact* verses the Contacts* fields used? What other ...

I'm not sure exactly how you're finding your document.  Can you confirm the right document is being grabbed?  One way would be to put the action result that called the document link into a show message action to see what is being called.  For my solution I skipped the conditional statement and concentrated on the ...