Method Community

In a perfect world what I would like to happen is this: 1. Sales Rep creates Sales order 2. Method Notifies Accountant (Creates activity to convert sales order to invoice) 3. Shipping is notified of a paid invoice. ( Creates activity for shipping to box bike and input shipping / tracking info into database which is linked to the invoice. ...

I am trying to create a E-Mail template that does the following in the body of the message. 1. Says "You have been sent a total of ?? work orders." I want the ?? to update with the numbers of work oders emailed. I can make a pop-up message give the total count but can't figure it out in the email ...

Hi David, You can actually sync in some QuickBooks reports into Method, including the Open Purchase Orders report. We have a screen under the QuickBooks tab that allows you to import/sync over your scheduled reports from QuickBooks.  These are standard QuickBooks reports that you can setup to sync over into Method at specific time periods. ...

I've been successfully using the Method API to add lead data into the Customer table with one exception: the "Notes" field.  Even though the call returns a succesful response, the "Notes" data sent does not appear within the customers data on the dashboard.  Below is an example request made via SoapUI with the ...

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 ...

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 ...

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 ...

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, ...

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 ...

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 ...