Method Community

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?

Hello All, Can anyone tell me how to call method integration webservices via PHP i've developed a website in wordpress which i need to call a method and insert some data into tables atleast can someone give me a documentation links please Thanks

The logo appears blurry on the internal pages, what is the largest and clearest sizing allotted to logos. i also need to know if the logo on on the customer landing page can be enlarged and centered above the client email sign location.    

On the customer web links to their accounts it currently lands on recent transaction page, I want them to land on the clients home page.  can this be changed?

When a user deletes a customer in Method what happens in QB to that customer?  is there a report that i can get that would show me all deleted, when i could inactivate or delete in QB if not automatic? These customers that my telemarketers are deleting is due to the fact the contact/business does not exsist.  

Hello, just signed up over the weekend and started playing around with the sytstem to fit my needs. I have run into some questions/issues with the report designer and was wondering if I could get some help. 1) Is there a support documentation or training manual for the designer showing the fields and how they relate ...