Method Community

k,hahn, Nothing has changed as far as accessing data from QuickBooks Payroll. You can access the same functionality as QuickBooks for  Bank > Writes Checks  by going to the QuickBooks Tab Group and going to Vendors > Writes Checks in Method. Maybe another user may have a suggestion for what they have done. -Michael

Hi Method Team, Are there any new processes since prior posts that may permit Method to access and print PAY Checks.  Do the actual checks have to be printed in QuickBooks?  Was thinking of using Remote Entry but that will be discontinued next month. Would like to use QB Online, however it doesn't connect pay amounts ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Type New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app.  By default, the activity type ...

Thanks, I was looking all over for this screen

Michael- Can you enable MethodSupport and email me the account name? Also what options you are selecting or filling out when trying to run the report? -Michael

Michael- You can change this by clicking on the ... next to the Actiivty Type drop down found in the new Activity CRM Screens(Activity > New Activity). You will see that there is a new option for Show on Calendar? check this for the Activity Types you want displayed on the calendar. -Michael

Hi John, You didn't break anything its something we actually changed but are going to change it again hopefully by later today or tomorrow. You can read more about it HERE make sure to pay special attention to the comments. You may also want to subsribe to the RSS feed for our Realse Notes blog to keep up-to-date on Method updates(You ...

Geetings, New CRM> Opportunties> Edit Opportunites> New Activity> Activity type field. What happend to the work order freature? It was there last night. I did copy this form and made some a change to the Activity Status to Waiting for someone yesterday. When i started to use my new form today, the workorder feature was gone. I put ...

The Task and Activity Calendar screen on the old Sales Center Dashboard tab shows all my activities, regardless of type. The new Activities Calendar on the Activities tab appears to only be displaying phone calls. Where is the filter that is limiting the types of activities showing up on my calendar?

Just upgraded to new CRM Pro from Full Blown.  When running Lead Reports we get a 404 File or directory not found error.