Method Community

John - This issue has been resolved. - Adam

Hi all, I've been working for a while (more than 1 year ... but not 24 hours a day) to make the API calls from within a development tool that is Java based and can't cleanly access the .NET framework.  With a lot of help we were able to complete a proof of concept earlier this week.  I am now building out the calls (at least ...

Greetings I just enterd a few items in qbo. Did a full sync, then went into method work orders, added a item but the discription dosent get filled in.  October version and stock screens. I forgot to metion that everything im doing is in october version except the job costing issue John M

@eskinpa - John's suggestions sound great. If you're looking for a quick and dirty way to add activities AND get a quick view of previous notes you might have had with a contact, use the activities tab. Picture this scenario. Customer calls you on the phone so you want to log the call. You don't know if they are a lead ...

Greetings, Welcome to Method. I dont work for method but i use the program ALOT sometimes i think wayyyy to much but its a great program. You have two ways of dealingn with this.  Say a customer calls up and there is no activites goingn on with them, so what you want to do is go to Customer list, click on the customer and at the bottom of ...

I really must be missing something... at least I hope I am.  I'm a brand new user to Method, and there's a glaring issue, maybe even enough to chase us away from what otherwise looks like a pretty cool piece of software. When a potential customer / customer / lead / contact / calls me, the VERY FIRST THING I want to do is ...

Greetings QBO>Scheduling and Invoice>work order list>creeat work order>Recurring tab? check mark> I create a workorder then go to recurring and create a monthly billing workorder for each month. click on the update link then click save and close. I create another work order for another client, go to recurring, check the check ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Improved (#3835) - the “Assigned To” dropdown fields now show the users full name and email address. (QBD & QBO) Improved - all “Activity Type” dropdown lists now ...

Hi Blake, What's your end goal here? What are yo trying to accomplish with this? And when you say cell are you referring to a column in the grid, or literally only 1 cell? - Ashur

Can method connect via real time to my sql database and move data back and forth  If so can this be done within standard customization Selections We are researching to see if method would be a good fit for us to use fornour crm interface and allow our users to login and manage there account with the portals, if so it must be real time ...