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  • Re: Tag Table - Tags on Custom Screen

    Hi James, Would you be able to email me privately with the CompanyAccount name you enter in your Method Login.  I would have to take a look in your account to see what is happening, from you described above you should be able to see the "Create" button, so there might be something else wrong here.  If you do want us to take a ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-22-2013
  • Missing Estimates

    We received this email -  [quote]I added a lead into the system and created an estimate for them. When creating, I unchecked "wait for sync approval" not realizing that it would convert the lead to a customer. Both the lead (customer) and estimate synced to quickbooks, but now when I search within my estimates the estimate that I ...
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 06-04-2013
  • Cannot get Outlook plug-in to work

    I've followed instruction on community forum and method help.  Even uninstalled and reinstalled plug-in.  Using Comcast Business Class exchange for email, pulling it into Outlook.  I think something is wrong on the Setup Default screen.  What should be in the Internal Outlook Exchange Domain @.  Then when I click on ...
  • Re: Pleasee help with import/export/delete

    Hi, The reason some records are not fully deleted right away is that Quickbooks is the master record so to speak.  Since its the master record, we need to check with the Quickbooks file before deletion to ensure there isn't any sort of data incompatibility. We can certainly reset your account if you wish.  By doing this, all data, ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 04-02-2013
  • Updating Field Issues

    Hi Method, I am having a few issues with the save buttons on Edit Profile screens. I need to add several fields that are not on the default "ContactsPortal_EditProfile screen. I have most of it working properly. However, (1) the screen creates a new contact, syncs it into QB but doesn't update the original. (2) it does not sync/update ...
    Posted to Method:Classic General Q&A (Forum) by matlow99 on 02-11-2013
  • New Method User Group starting for Non-MSPs in January 2013

    New Method User Group starting for Non-MSPs in January 2013 James Baker and I are starting a new Method User Group in January. If you are a Method user and not an MSP and want to network with other Method Users and learn, please send me a message or email to join. We’ve asked MSP's not to join because they have their own user groups ...
    Posted to Method:Classic General Q&A (Forum) by AprilHooper on 01-12-2013
  • Merge field for activities vs. campaigns

    Hi, So I know when I create a campaign, the merge field should say, ListBuilder.(name of feidl wanted) FirstName. The question is, when I am working on a specific customer and what to start a new activity and Send Email and use a template, what is the correct merge field label - is it still ListBuilder.FirstName? Or since there is NO list being ...
    Posted to Method:Classic General Q&A (Forum) by Kitty Walker on 01-11-2013
  • Re: Most efficient way to clear out redundancies with contacts in Quickbooks and Outlook through Method CRM

    Hi Matt, Welcome to the Community Forums! Not sure exactly what you mean but it sounds like you're under the impression that Outlook contacts are synced with Method. If that's the case then there's no need to worry as Method only syncs with QuickBooks. Our Outlook Plug-in can sync Appointments/Activities with Method and you can add ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 01-10-2013
  • How to view my Web forms

    This question came in from Darryl via email -  [quote]How do I view web forms that I have created?  Is there a list somewhere in my account?[/quote] Hi Darryl, When creating/editing your web form, Step 9 of 9 will show the final layout of how your form will look. Additionally, you can also navigate to the web address which will ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 10-25-2012
  • Re: Automation

    Greetings, I have looked into automation to send out invoices without being in method and from my review it could not happen. I am wondering if a follow up could be used some how. Somehow method would have to keep some kind of time control live at all times.  Is it possible to use the "call web service" action to have another ...
    Posted to Method:Classic General Q&A (Forum) by John M on 10-22-2012
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