Method Community

Hello Community! We are excited about the possibilitlies of transistioning to MethodCRM but we have a couple of technical questions. Under the Customers Screen after clicking ( Go To...) you have access to Customer Sub Tabs. How can we create additional Sub Tabs using data from custom tables? Also there is obviously a default filter for the ...

[quote user="bobbie56"] We are wanting to install the new QB 2013.  Can you please confirm that Method has been updated for the new Quickbooks 2013?  Thank you. [/quote] Hi Bobbie, Yes, Method is compatible with Quickbooks 2013.  Please be aware that some new features in QB 2013 will not ...

Good Morning, We are wanting to install the new QB 2013.  Can you please confirm that Method has been updated for the new Quickbooks 2013?  Thank you. Bobbie

Hi Annette, There is no way to disable a portal.  Are the customers being sent emails with the portal link in them from Method?  If so, you could find the email template being used under the tab Home > Email Templates, and alter the template to remove the link to the portal.  The Invoice Notification template has such a ...

Hello, I was wondering if this had been changed and the portal can be disabled entirely. I have a client who does not want to use it at all. He wants to send PDF invoices as he has done in the past from QuickBooks.  I understand the why's of this, but he still does not want his customers receiving the link at all. I considered the ...

[quote user="Method_Valbon"]Hourly items are based on Billable AND Approved. The part you may be missing is the approved.[/quote] In the example, I was saving and approving the time tracking entries, I should have mentioned that. So, this is not the issue. [quote user="Method_Valbon"]If that does not help, try running a sync ...

Hi Matt, Hourly items are based on Billable AND Approved. The part you may be missing is the approved. If that does not help, try running a sync as we may rely on QB to get the updated Qty to be invoiced (it is calcualted there and sent back to us...I think). [quote user="Matt"]In the Recaulculate button actions (On the bidget/Contract ...

Ashur Thanks for the info.

Hey Mark, Got an update for you: We have nothing setup to revert back to a non-tenant account. If the client wanted this done it would be very manual with a good chance for error. We also need to consider what would happen to customizations, since in a regular account tenantid is 1 for everything, but you could have setup a ...

I'm not sure that the Accum B-Qty is being calculated correctly and here is an example to show why: Create an item that is an hourly charge. Create a time tracking entry for say 8 hrs. Create an invoice for the 8 hours. Add another time tracking entry for 4hrs. Try to create an invoice. Since the 4 hours to be invoiced is less than the 8 ...