Method Community

Updated Method Integration Engine for QuickBooks Desktop The following updates are now available on the version 1.0.207 of the Method Integration Engine. Small change to error detection from QuickBooks, fixing a bug introduced by version 1.0.206. The bug was when certain QuickBooks errors were raised, the sync engine would report an ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contact Portal - Home Fixed (#3512) - alignment for address fields were off. (QBD & QBO) Cheers, Danny

[quote user="MLDV"]When I open the pop-up for this particular Lead, the Parent Company displays for about a second and then disappears.[/quote] There was a bug identified here but it has since been fixed in the July release of Method. ~C

[quote user="l.brandow"]For some reason, however, the data gets cut off.[/quote] This sounds like a limitation in the report designer - I know there is a limit to the amount of data it will pull in for the print preview window (100-200 rows I think) so you're probably running into a similar limitation. ~C

[quote user="MikeB"]Any suggestions offhand as to how this could happen?[/quote] I'm not sure how this started happening but you could build a quick workaround by giving the manager a sales rep ID.  Alternatively you could adjust the OnScreenLoad actions to build in a loop checking for the logging in user, if this user is the ...

 My dashboard tab has a "Refresh" button in the header that is activated OnScreenLoad. After playing around with a copy of the dashboard, I traced the error message to a specific report "Report4". This particular report shows activities by "AssignedTo" (ie. by username). Upon login as the manager, as ...

This question came in via email from Mark... [quote user="Mark"]Can you tell me where I can change the drop down selections for new cases>type and new cases> reason?[/quote] You can find the options to change on the Cases > New Case screen under the add additional info checkbox.  Beside the dropdowns for Type and ...

I was excited to descover it's possible to export a report in csv format from the Report Designer. For some reason, however, the data gets cut off. For example, I created a Sales Order summary report. Any sales orders with less than 3 lines showed no lines. Any Sales Orders with more than three lines showed the lines less three. For example: ...

Hi Rob, Thanks for your feedback - I'll try to address everything in my reply... First up let me say that Method is the most customizable CRM on the market today.  We provide you with a CRM template and the ability to customize it to fit your needs along with robust QuickBooks support.   [quote user="robjgriffin"]While ...

[quote user="kvera"]Do you know if this could be an issue since I am on the trial period of Method?[/quote] Definitely not.  To follow up on Danny's post I think you need to preform a sync to see the data you're missing.  On the Sales Rep screen, the Name field should show you a list of the all the people who you can ...