Method Community

[quote user="pdirect"]How does the Method sync fit into that process?[/quote]  The process is pretty simple from our end.  Method will sync based on the ID numbers from QuickBooks so as long as these don't change durning the upgrade then you'll be fine.  Method won't even be aware that anything has changed at ...

Kieran - we're still testing it internally, and cleaning up the workflow, so it looks like early May instead of late April for the start of the beta. But not to leave you hanging.....here's a preview of how it looks after you get an email from someone you know (edited slightly to remove some sensitive info). By the way, if you are ever ...

I am in the process of upgrading our QuickBooks from v. 11 to v. 12 (2012 Enterprise Edition). How does the Method sync fit into that process? i.e. What do I need to do to make sure the Method sync works with v. 12 and doesn't lose data?

Thank you! Carol

@k.leeser I would recommend you contacting InSynq Support to see if they can help. Ask them if any changes have been done to your server which includes firewall and security. We have not recently seen any similar cases of this issue, so we believe that this might be isolated to your server. Please let us know if this is issue is still ...

I am on an InSynq hosted server.   When I run sync the process hangs at "awaiting secure https connection".   Haven't been able to sync for a week.

It's super easy.  But no If...Then..Elseif....Else.....it's just If...Then.   Conditional Start: If Month equals April then     Conditional Start: If Today equals Monday Then          Show Message "Sorry, to hear you're having a bad day"   ...

Greetings. I need to create an Action to occur based on the value selected in a dropdown field.  If the selection is "Closed", then I need the Action to do one thing and if the selection is "Won", I need it to do something else. Bottom line:  How can I nest Conditional Statements together?  (Like an "if, ...

Reviewed your google gaget description in email.  Beta may be due out soon.  Sounds great.  I will gineau pig if you'll let me.   Your described functionality is beyond my hopes.  I think key feature is correspondence threading to opportunities, cases (especially cases!) and work orders.  (i said, you said) now ...

  @MLDV - Welcome to our forum If you are using our import / export tool then there was a link to this topic, in our Method CRM Help Center HERE. I want to emphasis on the section on "Special case : Customers, Vendor and Leads. [quote user="MLDV"]I manually deleted all of the leads.  When I tried to reimport them ...