Method Community

What is the difference between an Activity and a Task? Also, for either an activity or a task, how do I send myself an email reminder, and how do I set when I want to get the reminder.    

Is there a way to put color on you activities list, I would like to show high priority activities with maybe a red star,circle, or explanation point.

Can I change the order of the Activities list to show dated items from oldest on top of list to newest on top of list? And can I change the default tab to all activities instead of activities due on today or before today?

I just recently set up a integration web form on our website – it is the one that method provides the html coding for. I did notice when I did a test run that a customer was automatically created in QuickBooks as well as an opportunity in method. Im sure its either a setting in method or a line of code in the html that needs to be ...

Michael, Works great. Double checked on the mobile side and its working. Thanks! Oh I am now accepting CC's from Intuit.  Everything is working great. No install issues.  Thanks    

Great thank you! I just wanted to make sure before I started working with it that it would work with the online version.

Yes, it's the same API for both QB Desktop and QB Online.........are you having any issues making it work? Paul

Does anyone know if the API works with the Quickbooks Online version of Method?

Is there anyway to have a custom home page that has both your activities and opportunities list on the same page? And is there a way to cusumize your calendar other than week,month, ect, even better is there a way to sync to google calendar? I would love for my activities to sync to my google/blackberries calendar without double entry. Im never in ...

John- You can save yourself some entry time by setting up your team so you don't have to select it everytime. In the Field Service Center Dashboard you should see Team Member under Settings. Click Team Members. Give the team a Name and in this case set yourself as the Team Leader(This is what determines what set of employees to load) ...