Method Community

Greetings At 8:55pm  PST the following happens in classic.   1. I can log in 2. Tabs show. and thats it 3. I turned the computer off, then turned it back on using chome still nothing. 4. logged into method using my tablet on the verizon network, same as above.  5. logged into method using desktop using E, same as above. 6. ...

The following updates are now live for users of Method. Features Implement UI for Authorization Code management (PL-6156) Fixes No longer send start/end times to QBO for time activities due to QBO time zone bug (PL-6994, PL-6860) Fixed a bug that was sending the incorrect markup info to QBO for bills (PL-6643) Fixed rounding ...

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 ...