Method Community

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. 

Hi, I just signed on to Method Friday.  I'm trying to sync Method and QB Online for the first time.  I'm not having any success.  I am using Firefox, downloaded the softward, but it does not seem to be connecting.  Also, how do I know that it is syncing, will it tell me?  I'm not getting any feedback one way ...

Hi Dave,  I have an updated response to this post. When I logged into your account, I was able to see this issue on your customized screen. On my account, I was not able to duplicate this issue on an original Method screen and I was also not able to duplicate this issue on a test screen that I have created in which I have followed the steps ...

This is happening to me now:   Server Error in '/MethodImpex' Application. Runtime Error Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be ...

Hi Shane,  Have you done a "Changes - Only Synchronization" or a "Full Synchronization"? That resolve conflict error from Method doesn't mean that it had removed the tracking number from QB. That error message only means that Method couldn't either add, delete, or modify a specific invoice in QuickBooks because ...

Hi rbsom,  Please go Here for our "Method CRM Help Center" article titled "Specify your Email Provider" which will give you the instructions to succcessfully setup your e-mail settings within Method.  I hope that this helps.  Ronen

Hi smohyee,  Sorry for the delay in responding to your post. I have just tested the report designer to see if it was possible to add only a description to an additional line item within an invoice or any other transaction line item grid within Method, but it won't let me do that.  Ronen

Hi swm023, The following steps will help you to add additional data to the "Opportunity Stage Category" dropdown: Go to Customize>Integration Tools Click on the Go to Import/Export... link within the Import/Export section. In Import - Step 1: Import/Export menu, in "1. Choose to import or export:" select the option ...