Method Community

We are running a web store that is linked to a shipping software. Sometimes we have bulk order that are manually entered into the shipping software. We were wondering if the following can be automated on Method's end. 1. We will enter the bulk order into Method as a sales invoice. 2. Customer pay using the method customer portal. 3. The ...

 I'm new to the community and product, and I was wondering if there was any instruction on the report designer tools besides the web casts out there?  I have used those.   Specifically, how do I set a parameter for a report?  I'm running a report to show Opportunities and Activities and I don't want CLOSE ...

"More" feature for tabs and tab links, new 2 year sync option The following updates are now available on the "January" version of Method. Tabs and tab Links have a "More" feature - If you have many tabs, or many tab links under a tab, you have probably seen them wrap onto a 2nd line. This can be ugly, and also ...

MisterBill- You can email the screenshot directly to me using the email listed in my signature. -Michael

I recommend that you first export the leads that you have imported into Method:  1. Customize > Integration Tools 2. Select Export a table to a file 3. Pick the Customer table from the dropdown 4. Choose the following fields to export: a. RecordID b. FirstName c. LastName d. FullName e. SalesRep f. IsActive g. Name 5. Choose ...

John - developers, using the QuickBooks SDK, unfortunately don't have access to it. We just gained access to it for QuickBooks Online (came in their December release), which we expect to implement soon.  Down the road (I would say 12 months?) I would expect us to have access to this for QB Desktop, one way or another. Paul

Greetings, Quickbook Desktop 2012:Customer Prefered Send Method field>Method>Customer Table Quickbooks has a dropdown list called Prefered Send Method in additational info section.   Do you guys have to program this drop down list into method? I would like to use it.  Thanks, John M  

Ok got it working again.   JohnM

 I understand what you are saying.  But your reply does not address the fact that whereever you edit the first activity from (the Activities grid or the Edit Activity screen), all future recurring events are also changed.  In every other task/calendar program, when you edit any of the recurring events, you are prompted to change ...

 Thanks Paul.  I use the QuickBooks SDK and am often frustrated with its limitations.  That said, I usually find a way around.  To bad I can't join the Intuit team and help them improve their SDK.