Method Community

it doesn't sound like we are talking about the same thing.  i have already created all the opportunity stages i wants using the "..." button.  they are all there and i am using them. on the opportunities list screen in the top left it says "custom filter by view" with a drop down next to it.  i'm having ...

:) Well it was under 1000, but I'll go even smaller and test ~ THANKS (ok, it wasn't THAT much under 1000 :P)

Here's something else: during our phone conversation you had determined that it was my customized Sales Order screen that prevented me from saving description-only line items in Method, and that the original Method Sales Order screen does allow you to add new line items where only the description column is populated. After attempting to find ...

Hi csmp, If you go to Customize>Users, and you click on the Edit link for your user, in Step 2 of 10: Email Setup,  do you have a check in the checkbox for Use default email server settings? If you don't, please click Here for the solution article which will help you in setting up your e-mail server settings in Method from our brand ...

Hi jbadwal, To make sure that the user is active, you want to go to Customize>Users, and click on the Edit link for a user. In Step 1 of 10: General Properties,  you need to make sure that you have a check in the checkbox for Login is Active. In addition to that, in Step 4 of 10: Access to Tab Groups, you need to make sure that this ...

Is it possible, through actions, to force another screen (tab link) to reload?  For example, on page A database values are updated that affect the display of page B.  Can an action from page A cause page B to be refreshed so the new values are already displayed when the tab is selected?

Hi Katie G, Is this issue happening on an original Method screen or a customized Method screen. Can you please hover your mouse pointer over the New Opportunity tab link and let me know what information is appearing on the description rectangle box that pops up. Ronen

Hi swm023, I have a more up to date suggestion that is easier to implement then by using that Import/Export tool suggestion but I have one question.  What kind of view are you trying to filter and what is your criteria? You can only filter a table based out of the fields that are currently available in that table. Since you are refering ...

Shane, Just to update/add to this post. If you created an invoice in Method it should also appear in QB. If you are using Method for QB Desktop, again make sure that the sync engine is running and connected. For Method for QB Online the changes should also sync over but I would double check the status of the sync here too just in case. If ...

Hi Shane, If you're Method account is up and running the Invoices from QB should roll up into Method. If you are using Method CRM for QB Desktop please ensure you have followed the installation instructions for the Method Integration Engine and that it is connected and running. By default, only invoices from the past 31 days or those that ...