Method Community

Hi emiller, I have an update for your question here. You can generate a list with all of your leads within a function called a List Builder. The best way to do that is go to: Go to Campaigns>List Builder. Click on the Fill List With... section.  In the section where it says to Fill with customers:, make sure that you select Is ...

Shane, It's a bit hard for me to tell what default Method supports since I've customized my tables and screens, but I've confirmed that Quickbooks already has a field for Phone, Fax, E-mail, Alt. Phone, Alt Fax, and CC in the Customer table.  If QB has the data, so will Method. But, I cannot tell if the Method default ...

MisterBill - I'm sorry to hear your experience.  The last thing we want is for you to have a bad experience, especially in front of a customer. As John mentioned, we target tablets with our mobile sign in and mobile-optimized screens, rather than the regular sign in.  In the sign in page, look for the Mobile link at the bottom (or ...

From what i have gathered and i have tested you cant use reg method in a  tablet.  For me it never worked. You have to use the mobile version on the tablet. Now i could be wrong....but out of the box from ATT and Verizion, it never worked.  The computer guy from Sony toled me this. "Think of a tablet computer as a very big ...

ok so i just bought the ipad 2 killer JUST for doing presentations and quotes in the field using method.  just to be clear i'm speaking of the asus optimus prime running Icecream sandwhich android 4.0  and i was completely embarrased tonight when method was basically useless i'd go to type in a box and it would create another box ...

Mobile version seems to offer much much less than reg Method. Can it be tweaked to show the calendar, for instance?  Is an app for ipad2 coming?  I'd like it to be more robust than what I am seeing in the mobile version so far.   

Shane, There's already a field for that in the Customer Table and I think in the Invoice Table since I think I even remember having this on my old QB Invoice report.  Not sure if Method's default Invoice screen has this, but you should just be able to add the field to the screen without adding any fields to tables.  I think the ...

Yeah, I think around 1,000 tended to bust.  I think 500 ran okay.  Curious what you find out.

Smoyee, I'm curious what you're trying to accomplish.  Are you still having your other 3rd Party software add the Description only line to QB and you just want to print the line when printing the report from Method?  Or, do you need to enter a Description only line in Method as well, and print it? I wouldn't suggest ...

Hi Katie G,  The steps that I have given you earlier will delete the stage and I don't want you to get rid of that status. I just wanted to give you an update that I will be looking into this request internally and will update the forum post with my updated information.  Ronen