Method Community

We’ve been very busy over the last few months.  Want to know why?  We’ve been working tirelessly on a refreshed version of Method CRM that now focuses on workflow and ease of access to your CRM and QuickBooks information.  This was first previewed at Scaling New Heights in May and we received amazing reviews. ...

LaCrews, great tip on debugging, much better than Show Message!  Great idea. Now if we could just get that Label to concatenate the debug values we might actually have some debug logging that works......... Thanks.

Thanks for the debugging label tip, too. Not great, but it'll have to do in a pinch. Much appreciated.

Good points all around. Thanks for your insight. I'm no longer a software developer. I just joined my family's business and I'm trying to move our process away from the obvious constraints of a paper-based system. I found Method b/c it extends QB's built-in capabilities for items, estimates, orders, and invoicing. I didn't ...

Haident, With All tables required for Outlook Integration selected did you click Add Table? -Michael

Hi Guys Here's a simple trick to aid in debugging especially in a loop.  Add a label object to the screen with the caption debug.  Within your loop you can use the action "enter value into field on screen"  to update the label caption with the variable in question. If you need to see what's happening at each loop ...

 OK, that was at least part of the problem. However: now the user get a message that "user does not have permissions on this table." I went back to screen 8 of the user setting and it is set to "this user only has access to specific existing tables" with the drop down set on "All tables required for Outlook ...

There are 3 steps involoved to switch to the new CRM. Step 1: Switch Go to Customize > My Account. Scroll to the bottom. If you are currently using Method CRM and would like to switch to the new CRM, click switch to this edition for Method CRM for QB Desktop. If you are currently using Method Full Blown Edition(now called Method CRM ...

Blake, It's been really hard for me to adjust to "flying blind" compared to other systems I've integrated/supported/etc., but I can say I've found the overall Method platform really stable and I think the developer's have done a really good job of providing tools for the non-software development user that are robust ...

Hi haident, Have you given that user permissions to access the Method API and the tables needed for the Outlook plugin? When you setup a user on Step 8 of 10: Access to Tables, you can give them access to the Method API(Which is what the outlook plugin uses and you have an option to give them access to all the tables used in the outlook ...