Method Community

Steven Have you considered just building your own custom billing solution on Method's platform.  It looks like with jBilling you'd still need to provide and manage your own server.  This is all included with your Method subscription.  

Nancy - Okay, good news, I think. Your gmail was still assocated with your info@ email address in a couple places.  I have deleted everything, so that you can start fresh.  Please make sure you are signed into Gmail with nancy@ and try to use the "Sign into Method CRM" link again. I've got a good feeling that you'll ...

My company has ruled out QuickBooks because it falls short as a subscription billing platform when the rules approach telecom complexity - prorate first month charges, prorate last month credits, roll up subaccount charges/credits in an N-level customer hierarchy, bill the customer once per the product's/service's cycle (week, month, ...

Hi Paul, Happens with every e-mail, have tried various ones over a period of time.  I've always been in Nancy@woodentubs.com in my inbox, and that account alone, when I've experienced the issue.   Sorry, not following you on #3.  Here's a message I got today trying to add an activity for an exisitng contact. ...

[quote user="andrea"]Any chance this is due to archiving the QuickBooks database?[/quote] Very likely - depends on your options when archiving.  I know there is the ability to remove old transactions and lists that aren't being used - when you do this Method has no way of know they were archived. [quote ...

[quote user="smohyee"]What is the best way to handle this situation?[/quote] The three steps you outlined are perfect.  In the scenario you describe it's best to keep the previous employee as inactive and unable to login. [quote user="smohyee"]Will these steps ensure that the first employees work history is preserved ...

Thanks for the responses. I still think it would be useful to have a tool in Method that will help identify orphaned records like the Contacts issue I was, err, creating myself (doh) b/c I clipped an action from a stock screen accidentally. It's nice being able to customize a lot...it's tough not screwing stuff up, though. Thanks again!

[quote user="Blake C"]How do I fix this? Is there any way to fix it through the Method UI?[/quote] The best way to fix the broken contact links is edit the records through export/import - here you can see the RecordIDs and link everything up correctly to import again.   ~C 

[quote user="Blake C"]Shouldn't the Contacts screen check this logic on Save rather than burying a data issue that will clearly cause me problems later on when I try and search for a customer again only to find out it's unavailable?[/quote] It would be hard to account for every possible mistake a user can make within Method. ...

I would like to add a button to the Work Order List, Print/Email tab that will generate a report I've designed in the Report Designer.  I would like it to run similar to the Print Work Orders button.  Is there a way to copy that button, or all the actions associated with it, and just change the report name reference?