Method Community

Just a heads up for everyone. This should no longer be an issue. :)

Hey furrywombat, Thanks for the post -- unfortunately, I"m going to have to be a bit of a disappointment as this hasn't been implemented site-wide yet. As Paul mentioned, this is ultimately at the behest of the Quickbooks SDK. We're phasing in a new sync engine now, though, so fingers crossed we can get that in soon.

I am really happy for you!!! Hopefully you'll enjoy using Outlook Plug-In. Victor

Hey Guys, The development team are still actively working on a fix. Please subscribe to THIS thread as well to stay up-to-date with the latest news we get.  - Mortaza

I can't seem to find where Territories (Departments) are used in Method.  My objective is to assign Customers to Territories (or Departments, which is the term Method appears to use).   To test this morning I added four new "Territories" in Quickbooks.  I then manually sync'd Method with Quickbooks.  The ...

Hey Guys, Getting up to speed on working with the API over here... just one issue we're having at this point is that the desktop sync function is not working or I'm syncing the wrong (or not enough) data. Created a new customer via the API with all required fields & more. Everything looks good... even tried syncing both the Entity and ...

Don't know if there is a latest update to the plug in, but this would be very helpful for myself and my techs in the field. I downloaded the plugin, adjusted the settings as asked, and tried to sync contacts when I got all kinds of interesting error messages. Here's a list of the errors that pop up in order of appearance. Any ...

I see on the Help Center (http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=How-Google-Calendar-sync-works&id=214) how Calendar Appointment Fields are mapped to/from Method & Google. I'm working on customizing our Field Services Work Order (Activity) process. Specifically, I need to assign multiple ...

Hi Mike, You won't be able to keep the same customer name unless you delete the customer record.  The only difference between a Lead and a Customer is the IsLeadStatusOnly field.  They are actually both records in the Entity table.  The Entity table is a special table in Method that syncs Customers, Employees, Vendors and ...

I would like the following mechanism to be in place for sales orders (ie. our customized Invioce screen): - A "Submit Order" button that notifies head office when a sales rep finalizes an order. I alread have inserted an action to uncheck the "Wait For Sync Approval" checkbox, but I'd like this ...