Method Community

The system is running really slow.  Is anyone else experiencing this? It is taking forever for our screens to load. Denice

Hi Janet, You cannot delete an original screen.  The edit activity screen is really the new activity screen, called CRM_NewActivity.  It will be in your list of screens. - Adam

Quickbooks online does not currently support item groups.

Thanks Matt.  That would be how to do it.  :) - Adam

Greetings, If you have field services, or Schedual and invoices, there is a button called "email workorder" and you could study how this works.  Method creates a report called Generate Report, then saves that as a action result. in my case its a PDF work order. below that is the  Send Email>Attachment, that generate ...

If I divide a customer into 2 sub-customers, could this be a work-around.  The main customer and 1 sub customer would belong to user1, the other sub-customer to user 2.  The contacts within that customer could be assigned to each of the sub-customers.  could this work? You can have sub-customers of sub-customers both in ...

Greetings, I have had issues like this before, I did two full syncs and it worked.  Have you tried that? Also, check the for any conflicts.  If there are any it could backlog your invoices from moving over.  I dont work for method, i use the program alot.  John M

Greetings, In my line of business i have to keep track of the pesticides to the county i work in.  Lets say I  need Round up, PH adjuster and weed preventer.  All these are items in quickbooks.   Is there a way to choose Round up as a line item then the PH adjuster and weed preventer would be added as new line itmes? I use ...

We have an issues where sales orders (ie. invoices) are created in Method and (not all the time) do not reside in QB as pending invoices, but are in QB as invoices that are "Marked as Final". I do not believe there is a setting in Method that does this and I am not sure why this is happening, but it's a significant problem since ...

Right now this isn’t possible.  If you need two users to be able to access a customer you can give them access to each other’s customers.  This option would require you to change some setting at Step 6 of 10 "Access to Shared Record".