Method Community

Hey mmiller, After you delete a customer, you must refresh the grid on the Customers and Contacts screen before you will see the changes. To refresh click on the circular arrow in the bottom right corner of the grid. Method caches screens to make them quicker to open, but will sometimes require that you refresh grids or tabs to ...

Hello Jule, Quickbooks and Method do not share custom templates for printing or emailing. However, you can accomplish the same type of workflow by utilizing Method's print and email templates. At the bottom of the New/Edit Invoice screen click More Actions... Select Choose email template to set the email ...

Hey Stevie, The MergeONNextSyncTo field simply asks Quickbooks to merge the records on the next sync. The merge is done by Quickbooks, not Method. Since leads exist in Method only, and not Quickbooks, you cannot merge leads. Do some testing before you start merging so you know exactly how Quickbooks will merge the data.  However, you can ...

Hi David, The functionality to automatically email customers with overdue invoices is not a part of the current version of Method. However, you or your credit manager can you use the List Builder feature to easily generate a list of invoices based on due date range, and then send an email template with the appropriate ...

Hey David, To accomplish what you are suggesting would require a bit of cutomization of several tables and screens. I can give you an idea of how to do this for Invoices, but this will work for Purchase Orders and Estimates as well. Editing the Invoice Line Table 1) Go to Customize -> Tables / Fields -> Click ...

Hi David, If you would like your custom field "SIC Description" to appear on Leads and Contacts screen we must first determine if it was added to the Contacts table.  Customizing the Contacts Table Go to Customize -> Tables / Fields -> and click on ...

Hey Brian, You're on the right track! Once you add a field to the customer table, you still need to display it on a Screen (for example New Customer or Edit Customer screen). To do this you must go to Customize -> Screen and then copy the screen you want to change.  From there you use Screen Designer to add the ...

Hey NOVA Sales, Thanks for your inquiry. We recently posted a Release Note regarding this change for the CRMQBO_EditCustomer screen here. Sam

Hey Ecoxotic, I've tested this issue by creating a simple web form with the LeadSource field. In the Edit Field Description prompt, set the Default Value to 'Web', click the Hidden checkbox, and update the field by clicking Update. Lastly, click finish to save those changes. I've attached a screenshot of ...

Hey Grif, Method is able to create leads from your website using the Method Web Forms feature. This is located in under Customize -> Integration Tools -> Method Web Forms. The Basic Web-to-lead form will allow you to generate leads from visitors without the need for them to create usernames or passwords. They just fill out the form on ...