Method Community

Hhello! We are looking for a CRM that will automate our sales process and provide better management infomation. There are some basic things that we're trying to track, essentially marketing campaign ROI and sales rep performance to monitor and improve both pre-sale and post-sale process. For now, our marketing is largely electronic, ...

Hi, We have a php service outside Method (hosted in Godaddy.com) and called from Method by cal Web Service command. Recently, we found out that all the requrests from Method to that php service failed, and wondering that may be blocked by Godaddy.com for some reasons. They would like to know the IP address calling that php service to know ...

Hi Mervin, You can certainly make chamges on this :) Follow the steps below: - In your QB File click Edit tab >> Preferences >> Integrated Application >> Click Company Preferences tablink - On Preferences page, Select "Method Integration Engine for use...." >> Click Properties - Under Access ...

Is anyone tracking demographics such as age, home value, car make, number of kids, etc.? If so how are you doing? Thank you

The following updates are now live for users of Method. Features Estimates, Invoices, Sales Orders and Receipts now support QuickBooks Price Levels (PL-4180) General QuickBooks Online sync performance improvements for record creation, modification and deletion (PL-8227) Bugs Fixed an issue with using MIURL link to ...

Delete button on Sales Orders should delete associated Sales Order Lines so as not to leave orphaned lines

This looks like a bug... I'm having the same error.

Good catch! It's on the roadmap as our development team is looking into implementing this into Method.  No suggestions on any areas to tinker/tweak at the moment! But I'll speak to our development team and see if I am able to gather any information for us and pass it along. Thanks! -- Morty

Hi Ben, I have reached out to you via Live Chat (which hasn't exactly been a quick response time) to answer your questions above. The long and short of it is that the issue is not yet permanently resolved. Please refer to the chat message.  Thanks, Evan

Hi there Evan, I understand you've already spoken to a member of our tech support team and had this one resolved - Just wanted to follow up and see how things are faring on your end. If you run into any other issues that require immediate attention, its better to jump on our In-App Chat and speak with somebody Live. While we do monitor the ...