Method Community

Welcome to Method iLs, [quote user="iLs"]In Method, I created a custom Tab, a custom table (with custom fields) and imported a test data file from our other CRM. The import completed successfully and I can see the fields I created in the custom "Prospect Center" tab, but am unable to see any of the imported entries? What do I ...

 Hi Michael: No, I don't have QuickBooks open on second computer.  The Method engine should be pointing to the QuickBooks on the first "main" computer right?  I am wondering if when we reset the Computer To Sync with:  (Even though it shows the new computer it did not actually reset and is looking at ...

Hello, I am new to Method and fairly new to CRM development. I am trying to switch our company over from Sugar CRM to Method (mainly due to the fact that Sugar does not work with QuickBooks), and have a few questions on how to get this accomplished with as littlepain as possible. I have exported a test "table" from Sugar. In Method, I ...

Hi Matt, Based on the error it does seem like a cookies issue. If they are using IE get them to take a look at this link(If there privacy settings are set to higher then 'Medium High' that may be the cause of this issue. -Michael

Hi John, Here's a thought you could modify the ContacstPortal_Transcation screen to instead of filter the grid by Entity equals value from session Portal- Entity Full Name to Entity Contains value from session Portal- Entity Full Name. If she logs in under the Parent Account it should show all the ...

Hi Shirley, Is QuickBooks open on the second computer that you installed the sync engine on? If so is it pointing to the same company file that the main computer is pointing to? -Michael

Hi Heather, In order to fully take advantage of sales orders in Method you would need to upgrade from QuickBooks Pro. Since Pro does not have sales orders you will get a conflict when you try to sync sales orders. What you could try is checking wait for sync approval on the sales order, that will prevent Method from trying to post the Sales ...

Hi s.valese, Method doesn't recieve emails but it can send out emails if you enter your SMTP server settings within Method. With the Outlook plugin you can add emails that are sent or recieved in outlook as activties in Method -Michael

Method Team, I have customers that are experienceing an error when trying to create thier new password after registering through the portal. The error is "Your login appears to be invalid, has expired, or cookies are blocked. Please return to the login form and try again." This error happens when a customer registers through the ...

Greetings, I have a client that has 15 properties. Every month I send her 15 invoices so she gets 15 emails and thus she has to enter her email addres too see these 15 invoices 15 times. She was telling me shes geting tired of this.  I cant blame her.  In quickbooks, there is the main office then i have the 15 jobs under the main office ...