Method Community

We sell software and hardware, both direct and through resellers. Our direct customers have customer portals. Our resellers also have portals because they pay us, so they're our customers too. Those resellers have their own systems for invoicing their customers. But their customers open cases with us regarding the products. Some of ...

I have a client asking for this. Any idea of the ETA?

I have signed in under toml@jnfsteam.com to try the beta version of the method app and I do not see anything under my invitations.  Please help Thanks, Tom

Hi Alex, Its likely these 'ReceivePayments' transactions are falling outside of the Transaction History date - and are getting archived within Method. On your Sync Preferences Page (under QuickBooks tab > Synchronize > Transaction History) - You can set how far back Method will remember 'closed' ...

The following updates are now live for users of Method. Features Tags - Improvements to mobile experience and error messaging (PL-6254) Fixes Subscription buttons showing up for non-billing contacts. (PL-6480) Notifications not closing when clicked on. (PL-6428) “Have you moved?” prompt displaying for users who have not ...

Hi, I have been seeing this issues but no time to face it till now. The problem is, "maybe" after a full synchronization, I can see lots of conflict about "Delete from Desktop" about ReceivedPayment. (as attached image.) http://imgur.com/a/Kz2zt However, we never did that, and those conflict will disappear later (not ...

Hi Ben Thanks so much for the quick response. I'm trying to puzzle my way around the screens, but it's getting late here in the UK, so I'll pick it up again tomorrow. Just to give you an idea in the meantime, I have created custom versions of CRM_LeadList and CRM_EditLead, both of which have been set up to replace the links from the ...

Hi Francesca, The CRM_Search_Customer list on the stock screens is intended to be called as a Popup Window. The Popup window , and the 'Select' Button contained on the grid - assigns the necessary Record ID into a Shared Result, and then Closes the screen. Its the Customer and Contact List screen (where you orginally called the Popup ...

Hi I have a customised version of CRM_EditLead (and some other screens) so that our sales staff cannot access the Convert to Customer button - I prefer to control when records are sent to QuickBooks. This is in a tab and tab group I have set up to keep our customised screens separate from the standard ones. I have been able to link the ...

I'm now installed on both my iPhone and iPad. Looks good! I will keep you posted on experiences. -Kerry