Method Community

Data entry in Method is identical across all our collection points (Outlook, Gmail, web forms and our Method CRM screens).  The Entity and Contacts table will have a record of every new lead, customer or vendor.  The Customer table will have an entry for both leads and non leads. [quote user="walterh"]What is the best way to ...

Hi Guys, we just lost a computer at the office and had to replace it. I have installed QB and the Method Engine and listener from the Method QB tab and it created a subscription and did the initial sync no problem. The problem is, used to, when my office manager would log into QB, the method sync engine would automatically load in the background ...

[quote user="walterh"]I want to enter leads from both Method and Outlook but the Lead Entry screen puts the information in the Contact table while Outlook only allows the entry in the Customer table.[/quote] I would like to test this scenario a little more on my local machine before posting a response.  I'll have a post ready ...

One thing that might make a difference is that I'm adjusting the date (Date Add of 1 year) when copying one record and inserting a new one. I'm creating an Action Result first, then if the date field on the row I'm copying has a value (e.g. if it's not empty), I do a Date Add and use that value to insert the new row. If the date ...

[quote user="Blake C"]Make sense?[/quote] It makes sense but I'll have to do some more testing to recreate your scenario described.  In my testing I was using the Insert Records action and I created a blank table with 2 fields, name and date.  I added several records with and without dates then created a button to copy the ...

Thanks Ted, I'll look forward to it. Rolf

Ted, I've switdched to the June version and this is working great now. thanks for the help, Rolf

[quote user="Winston Lo"]can method track the real revenue and cost of a job so that commission can be calculated based on the profit from the job?[/quote] Anything is possible within Method - if the information is available to us from QB then you can build a custom screen to review/modify/update the information and sync it back with ...

[quote user="Winston Lo"]... through Method, would I be able to assign certain currency to a particular customer account?[/quote] You would first assign the currency per customer in QuickBooks then Method will respect that currency when you create invoices for them.  If you want to assign the currency of a customer inside Method ...

I want to enter leads from both Method and Outlook but the Lead Entry screen puts the information in the Contact table while Outlook only allows the entry in the Customer table.  Also, they both need to be linked to the Enity table.  Consequently, I have half of my leads in the Contact table and the other half inthe Customer table.  ...