Method Community

Hello Michael: I will do my best to gather the data from there. Will we need to convert to the pro version to use your customization services? Also, I wonder if we need to customize the lead screen, does the work done on the lead screen also cover other instances where leads are edited, such as the "new lead" screen or does that count ...

Hi Alex- Have you taken a look at http://www.methodintegration.com/custom-software-development-for-quickbooks-pricing.aspx? It gives a break down of pricing for our customization packages for both screen and report customization which may help give you a rough idea of how much the changes you are looking for will cost. To get a more ...

  Hello Consultant Team: We are a new method crm customer (base edition) that is migrating a lot of data from our previous crm, Zoho. In Zoho we have customized all screens from leads to invoices to reflect our needs our needs in regards to tracking where our business is coming from (website, trade shows, print etc...). As a result ...

Actually, I was able duplicate this every time. I have a fix up there now where the redirect reads what your personal preferred version of Method is (April or May, or for that case June, July, etc.), and does a redirect specifcally to that version. Previously it was hardcoded to sign you into the current "live" version, which is not ...

Thanks Mark - I had the same thing happen to me, but can't duplicate it regularly.  I'm able to get out of the loop by: 1. Signing into the April version, and signing out. 2. Switching to the May version. 3. Trying the link from Gmail again. There are so many variables at play, and it's all related to shuffling versions of ...

When using the April version and I click "edit/view in method" and I'm logged into method via google open id and directed to the edit screen. If I'm already logged into method and setup to log into method using the May version I get this message  "Your session has either timed-out, or you have signed into your account ...

Great to hear that it's a viable alernative. Shame, however, that it doesn't work on the mobile optimized version - it obviously gives a better experience on a tablet or phone. But, alas, our hands are tied until Google implements it. Paul

Just tried the gadget from my iPad and it works.  I was able to check email and add to activities. I would imagine that this would work on any tablet.  I did have to switch from gmail mobile to desktop.  

Okay, thanks. Keep the feedback coming - we want to get this right. Paul

Paul I am forcing tests and I agree that simple is better.   From what you describe here I think its just a training issue.  Since there is a fresh pull on each search the reload is already there.