Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO) Contacts Portal - New Case Fixed (#3487) - applied the same ...

Andy, This is a good question, believe it or not cost is important to a lot of companies when doing estimates since estimates by nature may go up, down and are negotiated. Having the cost is important and allows for proper estimating for a lot of companies. If you try to create an estimate in QB (try it out) you will notice there are fields for ...

@dottie, Method CRM does sync with the QB item list. Not only do the items sync but as they are used on transactions such as when you sell on an invoice this will make the appropriate changes to areas like quantity on hand and others in QB as well. Have you taken a look at the item list in Method. You may have to change the tab group you are ...

Is there a way to manage material or equipment inventory using Method CRM and have it correspond with our Quickbooks inventory module. We would like to use the Method interphase to track equipment we own ex.. tools etc.. but would like the material & equipment entries in Method CRM to also reflect in Quickbooks through Method.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Home Dashboard Fixed (#3690) - updated the buttons for activities and opportunities to reflect the proper count. (QBD & QBO) Contacts List Fixed (#3728) - we recently removed actions for ...

Thanks, I see what you mean. I guess when I created the "SalesPrice" field, I wanted it to act like the "Rate" field, where it is auto-populated from the default value price in "Item", while still maintaining the flexibility to change it right in the grid if needed. Let me ask you this, as I think it is the easiest ...

@dottie When you made a copy of the screen which of the following options did you choose? Copy Screen Wizard Step 3 of 3 Choose a Tab to add a Tab Link to: Do not add a Tab Link Replace links to an existing screen: Add a Tab Link If you chose to ‘Replace links to an existing screen’ it would have replaced all links ...

Andy - figured it out. The field you are referring to 'SalesPrice' on the EstimateLine table is a custom field which is set up as a linked field referencing the Item. You cannot change the value of a linked field the way you are trying to. Do you know why this was added as a linked field? Why not use a regular custom field? Depending ...

Yes, I did drag the fields onto the CRM_EditCustomer(2) screen that I copied. I dont mind that I cannot make changes directly on the grid, I actually prefer this. I think that the problem is, when I am in the Customer/Jobs Contact list and I click on the Go to... on a specific customer and I hover over that screen, which must be the edit customer ...

Each customer in QB can be assigned job types. When assigning a sales rep in QB you assign it to a customer, and it applies to all job types. In Method, this does not appear to be the case. For all our clients we have a job type called "Main Account" and then other job types exist for personal/staff orders. So...in Method I changed the ...