Method Community

We are using the activity table to send out automatic notification emails when the Due Date is past.  I put in our email credentials in the "My Account" tab link.  After clicking the "Save and Send Test Email" I received a succesful email: Email Settings Test Successful! This email has been sent to test ...

Hi rbsom, I just wanted to assure you that after you change the company information in QuickBooks with the new e-mail address and do a full synchronization, that in the home screen of the third party portal you will be able to send a new case notification as well as the notification to a case response to that new e-mail address. I hope that ...

Hi Blake C, After you have set up your users within Method, please follow the following steps to make sure that you set their own e-mail preferences successfully: Go to Customize>Users. In the section for Edit an existing User, click on the Edit link for the user that you want to make the e-mail preferences settings.  In Step 2 of ...

Good morning How do I assign to only see active techs on my calendar screen.  I have 20 techs but not all techs are active, I am sure I have to edit something. Also Hide button on the calendar is not working, when I click Hide nothing happens.  This is not a custom screen Any suggestions would be helpful Thanks Jeet  

The "Closed Opportunity" function does not seem to be working properly. We used the word "closed" in the stage name. The probability is then changed to 100%, but the pipeline still shows the original amount. Shouldn't the pipeline go back to $0 once an opportunity is closed? Thanks

Hi swm023, I want to make sure that the following steps have been considered when making changes to the original "CRM_NewOpportunity" screen. Copying the original Method screen: Go to Customize>Screens. Click on the "Copy" link for the "CRM_NewOpportunity" screen.  On the "Copy Screen ...

Thank you for your help. Question:  I already added the stages I want to use using the "..." button on the New/Edit Opp Stages screen.  I've been using them for a while now.  Why don't they show on the exported file?  Will I mess things up if I follow the above steps?  Will there now be two of the same ...

Skye, I'm just guessing you might be importing a large number of records when you get this error. I'm not sure I mentioned it in my other postings, but I found that if I break down large import files into several smaller files I could get good results on import.  It's a bit tedious, but files with 200 to 300 records work much ...

Hi,  I am generating the email from methods. I need to retrieve the data from the database and display in the tabular format. But when I am merging the data using the Character function, i am able to retrieve only one row data, I am not seeing the multiple rows. Is there any other way to display the data in the E-mail in the tabular ...

My guess from reading your question is that you signed up for the desktop version. There is nothing to install for QB Online version, so it would be a dead end.    Try going to appcenter.intuit.com/method-CRM and signing up for a trial from there.  You should be able to get started right away.