Method Community

Hi fakie99, The software development kit is currently set-up to synch the First Name in the First Name field and Last Name in the Last Name field from Method to QuickBooks in the exact same order as it looks like in both the Method and QuickBooks applications.  If you look at the "CRM_NewCustomer from TemplateOnlineCRMBDesktop ...

Hi, I just signed up for Method and would like your opinion on which tablet will work best with Method, specifically for your Field Services?  The carrier is Verizon.  Many thanks, Colleen

Hello-  When I enter a customer in Method, I enter the first name  (JOHN), then last name (DOE), and that populates the Customer Name field above (JOHN DOE) - good so far.  But when Method Synchs with QB, the customer name is JOHN DOE in my customer list - and not many companies sort/track their customers by first name. ...

Hi smohyee, In QuickBooks, if you go to Lists > Item List, and you select an item that is an item type that is an Inventory Part, when you open up that item, you should see a Cost and a Sale Price. In Method, when you select the item type of Inventory from the item dropdown for the purchase order, the cost that appears for that item in ...

Yeah, that's exactly what I did. But in my haste I forgot to make sure my custom table had the linked field to the SalesRep ID. I previously just had the Sales Rep name in there. Doh. Working now. Thx

Aaron Here's a link 1 minute silent film demo. http://www.screencast.com/t/mxgub3Yyl  

Right now we cannot see "Balance" as a default in the search fields of each of our screens. Can someone tell me how to see (as a default) the "balance" field whenever one of us logs into Method?Right now we have to click the sprocket and then select the check box that says "balance" in order to see it.   Aaron ...

Hi swm023,  The best way to do a Changes - Only Synchronization is by opening up the Method Integration Engine, selecting the "Synchornize" link, and select the option of Changes - Only Synchronization.  If you are already in Method, you can go to QuickBooks > Synchronize, and click on the Sync Now buton right beside the ...

how do you do that? i've logged in and out several times and that didn't fix the problem.

I copied the screen from an account where it IS working. In addition to that I've gone in and edited the screen appropriately and it's not working. When I go to the screen the default value is not the one I selected.