Method Community

Hi, I'm writing this on behalf of a client who I was speaking to. I am wondering how long it would take to do the following customization, and how difficult would it be.  The client would like to search their database for their customers who have purchased an initial service, so that they can cross sell to them for a second service. They ...

Greetings QBO>MethodCRM>Scheduling & Invoicing>Work order list>Add/Edit work order> Status and Priority field ... button When you press the ... button on these fields you get a message saying the following: Could not run the 'Show Screen In Popup' command, as there was a problem locating the Screen ...

For some reason, the Sync Engine does full syncs all the time, one after the other. Can anybody help with this? Its a nightmare. We have 30,000 items in QB and a full sync takes an hour. Nick

Spoke with Wayne on live chat about this but I wanted to put what im attempting out on the forums to see if anyone had any ideas of how to pull this off if Method can not. Would infusion soft work for this? I have a screen that is set up to send out shipping notifications via email to clients once their items have shipped. This notification ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Mobile Activity Improved - email template list now also filters out “hidden” email templates. (QBD & QBO) Fixed (#3863) - relabeled the email checkbox to say “Send an ...

[quote user="bobbyc"]We are a small manufacturing company that currently runs the 2012 Enterprise version of QuickBooks. We would like to gather some feedback on some of obstacles and issues when integrating to Method CRM. What should we know, and do you have any suggestions to make the experience run a bit better?[/quote] Hi ...

Hi bobbyc Its always a fantastic idea to meet with a method consultant and discuss how you are hoping method will improve your business.  In this way you can be very specific about your needs and have the best experience possible. We are certainly an available consultant but you may also wish to search method's ...

We are a small manufacturing company that currently runs the 2012 Enterprise version of QuickBooks. We would like to gather some feedback on some of obstacles and issues when integrating to Method CRM. What should we know, and do you have any suggestions to make the experience run a bit better?

[quote user="jpfiester"]I appreciate your help.[/quote] Thanks for posting back - glad this was corrected for you! ~C

[quote user="Rolf"]Where would I find that in Method?[/quote] There's no solution for this in our stock screens but you should be able to customize this.  On the ReceivePaymentAppliedToTxn you need to make sure the DiscountAccount, DiscountAmount and TxnRecordID (of the invoice you're discounting) are set.  I have ...