Method Community

Hey Acldemac, Although Method has some of the reports from QuickBooks, we are not able to import your reports into Method. You are able to create your own reports using our Method Report Designer. Below is a link to a forum post that will tell you more. The post includes information about downloading the program, as well as some video's that ...

 Hello, I tested this out on my account and I'm able to edit the Bill To/ Ship To addresses on the Estimate screen. A pointer for you; make sure you select the Customer from the dropdown list first, before you attempt to edit the addresses. By default, it automatically pulls the Bill To/ Ship To addresses set up for that Customer, when ...

Hi Cindy, I'm trying to replicate this on my side. I'll let you know if I need further clarification. Thanks for the information.

 Hi Ian, You'll need to set up the signature for each user under Customize > Users. The next step is to create an email template. In the email template, you'll type in the merge fields in a TableName.FieldName format. For instance, if you wanted to see the signature it would be Users.EmailSignature or if you wanted to address ...

 Hey Ian, Well from what I understand, when you select a customer, you want to find the campaign assigned to the user (Retrieve value from table?) on the Customer List. A good spot for this would be as soon as you select a customer. If you look at the Customer dropdown on either the Sales Order or Estimate screen. You will see some examples ...

 Hi Judy, Under the Case Description/Add Activity tab section, the date and time stamp that shows up under Previous Comments: is meant to show the date and time the activity is entered. So it is working as per design. Since this area directly links to the Customer Portal, it is a great way to view communication as it was entered without ...

Hey Ian, It's nice to hear that you are doing some customization, we will be happy to give you some tips to get you going in the right direction. When you turn on multi currency, QB creates a new Accounts Receivable for that currency. ie: Accounts Receivable - CAD would be for the Canadian currency. Make sure that you are selecting the ...

Hey Gayla, Sorry I did not get back to you earlier, I did look into this and our development team has resolved it. You are now able to assign serial numbers to Assembly Items. You are correct in that you can only assign a serial number after you receive the Item. However, You must turn on serial number tracking before you receive the Item into ...

 Hi Seny, I'm still waiting on an update on this. As soon as I get any updates I'll let you know.

Hi Ian, I'm looking into this and will get back to you.