Method Community

Marci- Method is designed to work work with QB that being said what you are trying to do is possible but a lot of work. Any transcation you import would be a 2 step process first importing the Transction(Invoice) and then the Transaction lines (Invoice Lines), these 2 are linked by a RecordID which is generated at the time of inserting a ...

jshoff- Try these steps: Open Internet Explorer Click Tools > Internet Options Click Security tab. Click Trusted Sites Click Sites Enter https://methodintegration.com in the Add this website to the zone field. Click Add Click Close Click OK  Try again. -MIchael  

jshoff- At the moment no, but if anything inregards to this changes you will be the first to know. :) -Michael

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 ...