Method Community

Hello I am very new to Method.  I have not committed to this program yet but it appears to be the best and most flexible CRM out there.  The only item holding us up right now (10-15 users)  is ensuring that invoices from QuickBooks can be imported properly.  Yes, I know that Method syncs with QB seamlessly but that's only ...

Bryan- That value is brought straight from QuickBooks, and there is no way to change that, however you potentially add another column to your items grid and using an SQL override get the qty used on Work Orders that have not been invoiced for that item. This might be really tricky to set up but it should work. -Michael

bbullins- The max right now is 15 rows and 10 sections, and this cannot be changed at the moment. -Michael

Mark- It is possible to select multiple columns for a drop down. What field/screen is this happening with? -Michael

Hi everyone, We are about to start utilizing the inventory feature and one thing that we noticed is the quantity on hand does not actually change unless an invoice has been created. In our industry, we service pools on a weekly basis and during those weekly visits we will need a part from inventory to be added to a customer's pool. However, ...

 There seems to be limits on the number of sections on a screen and the number of rows in a section can you tell me what they are and can that be increased?   Thanks

 On more than one computer, we cannot install the Outlook add-in for Method.  We get a certificate error, saying the certificate used to sign the deployment manifest is not installing because it is expired or is not trusted. I've tried uninstalling/reinstalling, but this happens consistently. Anyone else having this ...

Any plans to have some sort of direct integration with MS Exchange?  OR, at the very least an automatic sync? This is by far the largest missing component for Method, and it is something I hear time and time again from existing, and potential clients of Method Integration.  

Just used this call to create an account.  The account created as expected.  However, the response said there was an error creating the database.   I believe it said Error 23. 

 Oh, look at this little gem I just found in a different post: Yes, it is possible for you to see which table a screen is based off of. All you need to do is to go to Customize > Screen, select edit for the screen in question then right click in the design area of the screen. A little box will appear and you'll have the option to ...