Method Community

Danny - Thanks for the info. on the CRM upgrade.  Considering that we're in the process of moving our previous CRM data to Method, would this be the best time to upgrade?

After creating and saving a customer invoice, we may need to print a copy without access to QuickBooks.  When clicking on the Print Preview button in Method, we either get (1) a blank screen that pops up and quickly disappears or (2) an error message of: “404 - File or directory not found. The ...

Blake, I'd really enjoy sharing what I've learned so far.  Just PM me and we'll get hooked up. Regarding the QB back end to Method, it really works great.  I had my concerns, but when you get down to it, QB just really needs the "Posting" transactions.  So for example with Quotes, Orders, and Invoices, QB ...

Tim, Before you start to customize the screen, you might want to check out the blog entry I just posted.  The new CRM does exactly what your asking and if you're already using Method CRM or Full Blown Edition, it is free to switch.  It is awesome and I LOVE IT! http://link.methodintegration.com/MethodCRM2

Under the Customer Center tab, it shows information regarding that customer.  Many of our customers have several contacts.  Within the customer table, can I create a drop down list in Contact field where it shows all current contacts?  Or, do I need to create another tab called "Contacts" in the customer table?  Which ...

Michael, Just wanted to update this thread, I suspect the reason behind this is on Budget / Contracts with decimal values for the charge quantity. The same can be said if you try to invoice from the standard (non Pro Services) Sales Order screen. We’ll be looking into this and keep you posted.

Awesome! Thanks for the additional info. I may be messaging you directly with some of my questions in the near future since you have clearly done a lot of dev work with Method to this point :-) Do you use the same QB company file for both your Accounting and Back End? Having all this stuff - e.g. product catalog, estimates, orders, and invoices - ...

When I hit OK on the error it then opens to screen to add the contact, so this is not the same behavior as before.

Tested - same error regarding user does not have permission on this table. As expected it work with permissions on all existing table, so it look like there is some CRM-related table that is not getting added.

No, I did not. Done now - will test.