Method Community

Greetings, I dont work for Method but I thought I would help! Have you done a full sync and looked to see if there were conflicts?  John M

Hi there,  This might just be a syncing issue, but when I create a quote in Method:CRM the unit price is incorrect. But when I create the quote in QuickBooks, the unit price is correct. In fact, once the quote is created in QuickBooks... you can go back to Method to look the quote up and it's still correct. So it appears to be ...

I found a solution buried on another thread. It had to do with Method Report Designer. The solution is copied below... With regards to hiding the group items on a report, you'll need to modify the Estimate report. You can use the existing Estimate report and edit the DetailReport section. Add a Filter String, so that ...

Hi Micahk, The Outlook plugin is something we are looking to revisit and invest some development resources in in the near future. Not just small function tweaks, but an entire overhaul. I agree that this would be a worthwhile addition to the next version of our OutLook plugin, and will make sure to pass this on to the team. If you have ...

i get copy and paste sure.  but in the google gadget its a check box and is automated.  its already a 3 step process to add an email with the plugin, just didn't want to make a 4th.  

Hi there Micahk, You certainly can add the Email information directly into the Comments! When Adding the Activity to Method From the Outllok Plugin, Just Copy the information contained in the "Email Message" field, into the "Comments" Field After you've done this, The added activity in method will contain the Email ...

We use QuickBooks and Method CRM together and we are creating groups of items from various vendors that we sell as one packaged item. We don't want our customer to see all the individual items, just the one package we sell, with a price and description. I know when setting up the group there is the option to "print items in ...

Currently when you push an email through the outlook plugin, it shows up as a completed task but with nothing in the comments.  It would be nice if i didn't have to click on the activity to view the message and have it appear in the comments.  Is that possible with the plug in?   with the google gadget i think its called ...

Hi Maureen, Since this thread was started all those years ago, we have since moved our Hosting Provider over to the much larger Amazon Web Services (AWS). One of the major benefits of moving our hosting to this hugely scalable service, was that our Security and Data redundancy have been kicked into overdrive. We take a Full backup of ...

Is there still no back up for the method only data?  I understand I could do very labor intensive exporting of every table, but I am looking for a more automated idea if there is one.  Even if the back up data was only available to access with a paid subscription, it would be comforting to know that I have all the information safely away ...