Method Community

Is there a way to add a link to documents that pertain to each job on the crm job list as a document column. This will help us access the document automatically through the job list.

This question came in from John via email - [quote]In the Leads and Contact list screen, the "Last Activity" and "Next Activity" entries, for (what seems to be) recently entered leads or recent updates to existing leads, does not update.  Some are cells blank when there should be a date. Can someone take a look at my ...

[quote user="Blake C"]Is this possible? Can I send in filter criteria for multiple tables in a report?[/quote] No.  Through the Generate Report action you can only filter on one table but you do have access to add a Where clause.  What you might be able to do is filter jobitems on the detail report level? And if you needed ...

Hi Lindsay, Make sure you've performed a Full Synchronization and that the time is up to date. You can check when the last time a full sync was performed by clicking on the QuickBooks tab, then by clicking on the Synchronize tab link. If the time is up to date then check for conflicts by clicking on the Resolve Conflicts tab link. If ...

Hi John, Edit: We don't recommend that users import screens from QuickBooks Desktop(QBD) to QuickBooks Online(QBO). When you import the screens from QBD to QBO, or vice versa, the fields are also copied from that account into the new Method account. That means a QBO user is going to get QBD fields added which causes a mess and ...

[quote user="bobbie56"]my screen looks different form th ones on the webinars.[/quote] Our webinars were recorded with an older version of Method so your screen is up to date. [quote user="bobbie56"]On the webinar these words are to the right of the words?[/quote] They're now on the left but they have the same function. ...

Hi viret56, This is quite a sought after function which has been brought up by MethodCRM users in the past. There is currently no way to implement that type of logic, however the October version of MethodCRM will have a "Clear all checkboxes" option on the Refresh Grid action. The new version should be available very soon, check out ...

When we take a lead and convert it to a Customer in Method it is not showing up in QuickBooks. We did a Push Sync and it's still not showing up in QBs. We have the regular verson of Method. Any help would be much appreciated.

I'm still trying to build a report the way I want. I'm currently filtering a report with a list of RecordIDs for the Activity table. However, in the report I have also have the JobItems table unattached. I'm trying to filter this table from the Generate Report action as well. Is this possible? Can I send in filter criteria for ...

Greetings, If i want to move from qb desktop to qb online, would i still have to start from scratch with Method with all my custom work?  Thanks, John M