Method Community

Could it be that the 3 fields not able to be found are derived fields? I notice the same thing also happens with fields like "FullName" and "Balance".

I changed some sales rep associations for the Customers and Leads table and I am trying to re-import into Method. I checked RecordID as the key field to match/import 4 sales rep fields. However, for 3 of the fields, the default is "Do Not Import". When I select "To Existing Field" for one of them (eg. ...

In order to downgrade to Method CRM from Method CRM pro I have to remove some tables that I didnt know were only avail. for the pro version. I already deleted 1 called projectmanager with all its account references and I have to delete 2 more. 1 of the tables is the jobstatus which I tried to delete this table but it does not allow me because it ...

[quote user="Blake C"]How do you create a new Job for a Customer and where do you see a list of these jobs?[/quote] To create a job for a customer you'll need to already have the parent record added in Method.  Say I have a record for Barney's Bakery and I need to add 3 jobs each with different contractors under them; ...

Not really a Method issue...just a question/issue that I'm facing. How do you create a new Job for a Customer and where do you see a list of these jobs? I'm not understanding how a single dropdown on a Customer relates to multiple Jobs. Thx Clearly I'm missing someting here

[quote user="NeilRick"]Any advice on this matter would be greatly apreciated.[/quote] Hi NeilRick, Since this is a sync engine error this would be covered under free support.  Please call us at 1-888-925-6238 option 2 for support and I can help you work through this.   If you wanted some steps to try and ...

[quote user="John M"]There are problems with the security certificate for this site.  its not from a trusted authority.[/quote] John, I just wanted to let you know this issue should be resolved for you - please logout/login and let me know that clears it up for you. ~C

[quote user="Blake C"]can I get some guidance on how people are best handling the multiple Jobs for a Customer issue in Method?[/quote] Hi Blake, What type on guidence are you looking for?  You should be able to handle multiple jobs for a customer just fine using the job of customer drop down under the additional information ...

Greetings all! I did a Verify and Rebuild Sunday Sept.30th of our companies Quickbooks 11 file. Afterwards I left Method up as usual to synch that night . It is currently not able to do a full synch. It is synching most changes however and gets through a large part of the process. After it gets through a lot of the process QB throws an ...

[quote user="WQA"]Is this possible to do?[/quote] If you're using the list builder then there's no option to send that email with an attachment.  You may want to consider uploading the document to your server and sending a link to the file instead of attaching it directly to the email.  There's a good reason to do ...