Method Community

 Hey Lil, This is a setting that is available once you import Method Warehouse. On the dashboard you are given an "Preferences" button, once you select this button you can select what method you would like to use. Also you can set items to individually override the global settings. Hope this helps!

Hey Linda, On the default Customer List screen, Method is only showing 3 Bill Address lines, we do have a 4th one that is just not on the screen by default. If you want to add this field to the screen, make a copy of the screen and you will be able to drag that field onto it. I also looked into the max characters that can be entered into QB's ...

Linda emailed in with the following: We just signed up for your service and I have been trying to use the Blog for an answer but have been unable to find a suitable answer. When the address is imported from Quickbooks. We have the ability in QB to load four lines of address plus city, state zip and country. On the Customer Information screen ...

 Hey Debby, I don't know how you are trying to load the Report Designer, but check out the link below for tips, videos, and a link to download the designer. http://www.methodintegration.com/cs/blogs/methodblog/archive/2008/06/18/3-steps-to-becoming-a-report-guru.aspx If you still cannot open it, try clearing your web browser cache. In ...

 Hey David, Currently in Method this screen does not exist. I looked at the screen in QB though and it looks like you could create a screen that replicates the "Sales Order Fulfillment Worksheet". This may not be an easy customization, if you feel like you need help, please contact your Business Consultant and we can help you out ...

 Hey David, On our forum we will always give our users a good push in the right direction, but we will not be able to lay out step by step instructions. We do offer Consulting Time, where you can work with your Business Consultant 1 on 1 to get some work done. To get you started.. You will need to capture the customer on the ...

 Hey David, I think you are referring to Price Levels, and I will point you to a post Amanda made awhile back. http://www.methodintegration.com/cs/forums/p/509/1655.aspx#1655 By default Method will not use the Price Levels. You can customize Method to use Price Levels, but due to a SDK limitation, we cannot set a Price Level in Method. ...

 Hey Gene, As the WO screen does not calculate tax by default, you would need to add fields and actions to make sure this value was being calculated and displayed on screen. If you need help with customization, take a look at our webinar section for support, or contact your Business ...

[quote user="Beth Heffernan"]  Joe,  How did it go with 2010?   I am thinking of upgrading before I do the Plug-In.  Thank you, Beth [/quote] Hi Beth, I am running Outlook 2010 now on my Windows 7 64 bit machine and it works great!

[quote user="Wilna"] Are there reports that can be imported into Method from QExpress for Route List and Work Orders that would have Bed Maintenance, Landscape Projects information already developed on them.  Where would I find them and how would I bring them into a clients Method account data file. [/quote] Wilna, There is no ...