Method Community

jnairn, Since Method CRM is contact driven all of you QB customers / jobs are also listed as contacts. What you're seeing is the contacts for the actual QB customer as well as the contacts for all their jobs listed on the one grid which is normal. If you really wanted to, you could create filters and different views for the grid to display ...

OK.  Can you elaborate on how to create a button or provide a link to a webinar/tutorial that can explain this in detail? Being able to select contacts with a check mark box (think gmail/yahoo mail) and having a delete button could be something that really makes your product (Method) something that non-programming salespeople would ...

I have a new site being set up - and although I have not customized the work order list screen, or any other screen as of yet, it looks like the Work Order List screen was updated 21 hours ago - and now I am getting errors. SchedInv_WorkOrderList Method Scheduling & Invoicing for QB Online 21 hours ago The first error ...

Very nice. Thx for taking care of that so quickly! I already retweeted....   /bc

"April" version now available The following updates are now available on the staging site.  You can access the April version by clicking "Switch to the April version" when you sign into Method. HTML Editor - we have upgraded the HTML Editor (this is the object used for typing in comments for a new activity, or for ...

Blake - this is now available on the April version. In the Method login form, you can click on the link for “Switch to the April version”, and then go to your user name in the top right, and click My Profile. Paul

Do you guys need any beta testers?

Hi Cameron - welcome to our forums. Can you recall what changes you made? This sounds like its coming from one of the scripts on the report. Did you delete any field or objects from the report by any chance? Is that the entire message you received of was there more?

After synchronizing Method with QB, there are several duplicate contacts. For every job in qb, method creates a contact. Is there any way to fix this so that the jobs collapse under the main contact?    

Ok, thanks much. I will wait until that plug-in becomes available, because we do not currently use Outlook. I am excited.. hurry up and get that plug in activated!!! :).