Method Community

Hi, I am working in the Report Designer and I am trying to create a bar or line graph that shows our new opportunities by count (not dollar value) by month over a 12 month period. For us new opportunities represent proposals made and tracking our monthly proposal activity is very important to our business. Do you have any documentation that you ...

Hi Marlin Imaging,  I just wanted to add additional information to my post response. In Method we have an Audit Trail that can show you the deletions that were done on the customer table. To find out the customers that were deleted from the customer table within the Audit Trail, you need to do the following: Go to QuickBooks > ...

  Hi Marlin Imaging,  When you delete the customer in Method. it will automatically delete the customer in QuickBooks. We currently don't have a standard report in Method that will show you all of the customers that were deleted in Method or QuickBooks.  You can though create your own custom report in Method and I would start ...

Hi khorner,  Just to add to my response, you can watch all of our webinars here and also post additional questions here which will be responded promptly.  I hope that this helps.  Ronen

 Twice now I have encountered an error when using the 'Insert Records Into Table' action.  In both cases, the error was resolved when I removed one or more fields of type 'Type In'.  To account for those fields, I added an 'Update Field In Table' action with no problems.  I assume the 'Insert Records ...

Hi khorner,  We have a great selection of webinars for our Method Report Designer available at your disposal. I would first view the webinar titled Introduction to Designing Report: Level 1 here, Introduction to Designing Report: Level 2 here, and Tips and Tricks for Designing Report here.  If you have any additional questions after ...

Thx. That's what I planned on doing...just wondering if anyone had any other slick examples of something unique that I hadn't thought of. Thx again!

Hi Blake C, The best way to achieve this goal is by creating a screen with links that would direct the users to different areas of Method CRM that they have access to and which is also important to their function in your company.  For the example that you mentioned above, for the sales area of your organization, I would first add the ...

  Leads Management : I currently have all leads assigned to myself as a catch all, I want to be able to assign task and assign leads in batches to reps, how can Ibest do this.   I have many leads lists that I do not quickbooks to immediately recognize as customers until they place orders, these lists are planned to be ...

 Before I upgrade to the Pro addition I want to know which reports are already ready to run or do all reports need to be created/customized?