Method Community

Hi Shawn- Method displays every sub account as a customer but they are still sub accounts it will display as follows Main Account:Sub Account. Through customization you could display it differently for example filter the Customer List to only show accounts whose ParentFullName is blank and then on the Edit Customer screen add a new grid to show ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - if a lead is related to a campaign, you can now select that campaign using the “Campaign” dropdown list.  Only active campaigns will appear in this dropdown. (QBD ...

I am attempting to move from Salesforce.  In SF, I had opportunities tied to Accounts (method Company).  However in QBO, I have occassion to invoice different contacts within a Company.  So, when the sync took place to Method, they came over as a seperate company for each contact.  Is there any way to Merge the companies and ...

Michael, Thank you for the quick reply, I will work on this process. Have a great weekend Nathan

Hi Nathan- If you are looking to get this calculation on your custom estimate screen you would need to use Basic Math Calculation actions. You can have these action triggered by a button or on the lose focus event on one of the fields. I would suggested watching the Advanced Actions: Shared Results and Basic Math webinar found HERE. If ...

Hello, I'm new to Method and I am currently working on customizing our estimate templates.   Background for Question: We use several custom fields on our estimates internally to figure out our Project Labor, Project Management, Equipment and most importantly our Overhead, Sales Commission and PROFIT! so we can add a final line item to ...

Michael, Thanks it works now. Made the change like you said. Thanks, John M

Andy- I am not sure if this function is being considered but I can add it as a suggestion to Method. -Michael

John- Gmail should allow this if you go into the Mail Settings for your Gmail account you should see a section for Forwarding and POP/IMAP. Make sure POP is enabled. -Michael

Gotcha. Is that a function that's being considered? Looks like the Edit Fields page was created to possibly accomodate that.