Method Community

What is the preferred way to use large documents/videos with Method in-field? The preferred use would be for a sales rep to launch/show promotional material to customers/leads from within Method. This is paramount not only because we want centralized document storage/linkage, but also because I believe that when launching documents from a ...

I stumbled upon this link: http://www.methodintegration.com/Method/map.aspx I was wondering, wha't s the best way to use this feature? My ideal application would be for a sales rep to look at a map of a group of customers/leads in order to schedule clustered meetings? Does this have to be done manually by perhaps opening this link and ...

Hi nick_warren and lacrews, For the record, no one at method ever gives up on a client and their forum questions....but the sad fact of the matter is sometimes we have other things to do that delay when we reply to a forum post. I am currently working on trying to reproduce this issue you are reporting. In the meantime, Nick_warren can you ...

I already did - the Exported file reflects the exact thing I get from the API. As you said, the file is generated through the API, so its not a suprise. The transactions are applied on that specific Job - there is no doubt about it as QuickBooks is showing it. Method is simply showing something else. I cannot explain it. I was hoping someone ...

[quote user="ATV94608"]I've tried re-installing but to no avail. Does anyone have any ideas I can try?[/quote] You should uninstall then re-install the plug-in.  Make sure you're logged in as the adminstrator when you run the installer.  Also make sure your Windows updates are all up to date. One other thing ...

Hi Everyone, I've been using the Outlook Plug-In for a couple of months to import Outlook contacts into Method.  The Method icon that used to be on the toolbar of a Contact window has disappeared!  I've tried re-installing but to no avail. Does anyone have any ideas I can try? Thanks in adance ...

Nick I think I ran into a problem with this before.  To make sense of this you can you export the customer table and include the fields Balance, TotalBalance, FullName, and ParentFullName? This might shed some light.

[quote user="JohnV"]How do I allow Method to track and use these same fields?[/quote] Hi John, unfortunately QuickBooks Online does not allow us access to those fields as this is an IPP limitation right now. ~C

Hello - We recently started processing charges as sales receipts through QB and would like to begin using Method to easily process the payment and email the Sales Receipt to our customer. While I can view and create Sales Receipts in Method, there are no options to process the payment (as in ReceivePayment screens). The second half to a ...

There are non at this point. Its a payment only and its applied on the customer in question. Please see the screen shot from QuickBooks as well. There is NO invoice here, just a sales order and two "Payments". These payments appear in Method under Transactions.  Again, quering the customer (Job in this case) in question only ...