Method Community

Hi Alanna!  I just signed up for Method CRM to work with Quick Books online. My problem is that on estimates, the name of the customer does not appear in the print version, only the address. In invoice it does appear. I could not find the way to add the fields of name and last name to the table in Method. Any clue? Thanks for ...

Hi Maureen, I just signed up for Method CRM to work with Quick Books online. My problem is that on estimates, the name of the customer does not appear in the print version, only the address. In invoice it does appear. I could not find the way to add the fields of name and last name to the table in Method. Any clue? Thanks for your ...

Hi there, Thanks for posting! Im sorry to hear you are having issues with the Report Designer. Can you try creating a copy of the report and testing this out on the copy? perhaps try another PC if you have one available?  If you are having troubles there too - please feel free to reach out to us at success@method.me or ...

Hello, I'm having issues adding borders to my Donor Receipts.  I've tried changing borders in different reports and it seems to be a consistent problem.   I can add a border, but as soon as I try to save it the program freezes and I need to "End Task" and start over.  Once I open the report again, I see ...

The following updates are now live for users of Method. New Features For Method customer accounts that have QBO multi-currency activated, their customers that have a different currency than the company home currency will now see values in their (customer’s) currency (PL-15201) Modifications to Method’s sync to enable support ...

Hi Rajni, Could you provide some more detail so we can help you with yhour issue? What were you trying to do? Can you provide reproduction steps so we can more clearly understand the issue you faced? Thanks, Hector

Hi, I am trying to call the webservice from methods, but when i am trying to test the webservice, I am getting the following error There was an unspecified error trying to post to the webservice. Check the URL and fuction name and try again. The address being used was: But when I tried to call the same service from postman, fiddler and from ...

Very Helpful Paul! Thank you!

Hi Rozetta, Thanks for posting!  The workflow you are describing is certainly possible - but would require a bit of customization to function correctly. The fastest way would be to copy the Work Order list screen, and remove all the 'Shared' filters from the list grid - thus leaving you with only the 'My' filters. ...

Hi there David, Mass Updating of any sort is typically faster using the Import / Export tool (unless its something you intend to do often) - Would you mind sharing some of the Bugs you ran into when trying to do this? If you would like to follow the Customization route - there are a few considerations before pulling the trigger on a ...