Method Community

HI Lance, The Export to Grid action is just a function of the grid object itself. If you click on the grid object on the screen you can can enable options on the lefthand side of the screen under 'settings'. One of the options will be 'Export to Grid'. If you check off the checkbox than the option to export will appear ...

We are aware that some users are experiencing performance and sign in issues with the new version of Method. Our team is working on this. Thank you in advance for your patience,  Kaitlin

Hi Gpeak, Currently you cannot modify the app ribbons and the related actions. Spoke to our Product Development team and they have this feature on their roadmap and aim to release in the next couple months. Keep an eye on: https://www.method.me/cs/blogs/releasenotes/ — Thanks

Hi thesolarguys, There unfortunately isnt a built-in process to automate shutting down the sync engine at particular times. One thing you might be able to look into if you needed this process automated would be be the Windows Task Scheduler. I found a quick Youtube Video explaining the process you would need to follow HERE. This is fairly ...

Hi, We do not allow users to create invoices in Method, but they can view existing ones.  Is there a way to edit the default App ribbon to deactivate the "new" button next to Invoice when a contact is viewed?  I have already worked within the Invoice app to not allow new invoices to be created, but I can't edit the ...

Hi Paul, Unfortunately at this time our action tool does not have the ability to copy screens between apps. We are working on alternative solutions in the mean time to see if we can offer a work around and can share updates here when they are available. Regards, Phuong

Have you had a chance to see our list of certified Method partners? If not, head over to: https://www.method.me/partners/ You can search by region as well. — Morty

We want to schedule routine backups of the QB file on our server. What is the best way to go about this? If the SyncEngine is running, a backup cannot take place correct? It also stops programs like Crashplan from saving the file because its "in use".

Can anybody recommend a consulting firm in NYC to train my sales and customer service staff on the functionalities?  Thanks!

The following updates are now live for users of Method. Features Added ability for app developers to validate text input fields:  Four new validation rules will allow app developers to define if a text input field is required, contains a valid email address, as well as the minimum and maximum characters (PL-9414) Added Help ...