Method Community

This probably belongs in the Outlook integration forum, but I couldn't figure out how to post in that forum.  We have 2 issues with this Outlook utility: 1. When we click the "add to Method" button in Outlook for an appt. and navigate to the screen where you can set the date, if we change the start date, the end date does not ...

 I am getting the message below in the resolve conflicts log – What I don’t understand is why method is attempting to use the Billing Address 4 field during the sync when it isn’t used on the form (and at other times uses Billing Address 3, working fine). This error doesn’t occur all the time, even when testing with ...

My old computer crashed and I have had to reinstall Method on my new computer.  Once the Engine has downloaded and I gave permissions to QB to allow Method to sync, the Engine stays stuck on:    2/23/2011 1:41:36 PM OnDemand from desktop only mode 2/23/2011 1:21:34 PM OnDemand from desktop only mode 2/23/2011 1:01:32 PM OnDemand ...

Good Morning, When I did my first full sync with quickbooks, method brought in the invoice and the last invoice number was 3907.  Now when i start creating invoices from my custom invoice screen, method is starting with number 43. When i created the new screen i just copied your default field-invoice screen in Field services and added a ...

Hi, I'd like to change what our invoices look like when we print them out. I'm in Method's report designer and I'm using SimpleInvoice as my starting point for editing. I've created a new screen Invoice(2) where the print preview button is set to launch my new invoice design titled SimpleInvoice(2). Some things aren't ...

 Good day everyone! On to my next quest! Is there an easy way to have these two sync properly with QB? Is there a field in Method that syncs this data with QB, so when the invoice is sent to QB the proper box is checked? For now we are using QB to send invoices. In the future we will be utilizing Method and wont have to worry about ...

 Hello.  I am posting this on behalf of a new joinee to Method! ************************************* Can you take a look at the attached screen shots? In the first one, the list of invoices along the left are out of order. how do I sort by invoice number? In the second attachment, it shows that I only have 8 bills even with the ...

Hi there, I am trying to create an Invoice from a Work Order in Field Service Center, and the resulting invoice has no BILL TO or SHIP TO addresses. I am using the Method Screens, so I am not sure if I am doing something wrong, or if I am supposed to customize the FieldService_CreateInvoices screen by myself? The steps I used were: TAB - Field ...

When using the sync button in outlook, all of the activities are being created from Method into Outlook are defaulting to September 30 2010 at 5:00.  None of the activities have that date standing on their own.  Appointments syncing from Outlook to Method appear to be OK and going to the right place. There is also a link to get version ...

It was working a few weeks ago, then everything was dormant for about 2 weeks.  Now, when I try to create a new active Customer in MI or a new Sales Order in MI, nothing shows up in QB.  The Sales Order still doesn't have a # from QB, so it hasn't synced yet. I have the sync frequency set to every 15 min, and it has been well ...