Method Community

Hello again swm023, [quote user="swm023"]What is the best way for him (us) to create a subcustomer when an opportunity closes and be able to create invoices and have everything sync correctly with QB?[/quote]Not sure how well this will work for you but what some of our clients do is create a new Customer and select the "parent ...

Hi swm023, Yes you can upload documents into SmartVault then have them appear in Method. After you've setup your SmartVault account and integrated it with your Method Account, login to your SmartVault page through their website (or their desktop application) and upload your documents to the Method Documents folder that has been ...

is there a way to upload docs directly to smart vault and have them appear in method? or does everything i want in method need to go through method? i tried uploading a doc directly to SV and it isn't showing up in method. . .

Allow me to clarify my post a bit more.  I'm a contrator that services the HOA industry.  My customers are property managment companies.  My opportunities are individual HOA's.  When i close an opportunity technically that opportunity becomes a customer in and of itself. In the past I've been converting leads to ...

[quote user="swm023"]I've found some posts about report designer only working on pc.  I have a mac[/quote] Hi swm023, Some of those webinars will only play on a PC due to the required codec from GoTo Meeting. ~C

Adam. Tried, logging out then back in stil give me issues. All the stock screens and all the custom screens I created in the October version that need job costing work great. All the stock and custom screens that need job costing in the November version  dont work.  Method support is open.  John M

Am I wasting my time? I've found some posts about report designer only working on pc.  I have a mac . . . is there any way for me to custom design reports?

I just used your <img> tag in my own email template and it worked as well. Not sure why it's not working for you, are you able to see images from any stock email templates? Try using the November version of Method; Go to the Method sign-in page and click the Switch to the November version link on the bottom of the ...

Almost forogt When planning my routes, I use the activity group screen rout function.  On that list i will have things like Landscaping, Irrigation, Pest/Fert etc.   I then use the sort field and enter a number.  That number is a area thati do work in.  So if sort field has 10 that means San Jose,  20 would be ...

Todd May name is John M, I own GTMLandscaping here in california.  My whole business pretty much resoves around Method. Some of the things i have created is listed below 1. Created a estimate with phases.  So phase 1 would be lawn install, Phase two would be lighting. Created this becasue clients in my area want choices so they can ...