Method Community

Laura this is already being done.  The appointments that appear in Outlook from Method are based on the username that is entered in the plug-in.  

Garry, we are looking into this for you. I'll keep you posted. Jonathan, I believe your Business Systems Consultant is working with you directly regarding your post. Have a great weekend ;)

When entering a customer or vendor into QuickBooks, you already have the ability to add contact information for the main contact, as well as one additional alternate contact.  Is this sufficient?  What happens when you have more than one contact at that company such as the accountant, manager, VP, or sales rep?  In this day in age ...

Haiden, we have updated your account, kindly complete a changes only sync and let me know if it works. You can do this by right clicking on the Method Engine (the little m) icon in the system tray, Synchronize > Changes-Only. Note: QuickBooks has to be opened to the correct company file in question. Jonathan, we have also updated your account, ...

 Hello Jonathan, Please contact your Business Systems Consultant directly, this appears to be of a technical nature.

 Hello, You are correct, in that you'll have to edit the screens that you want to remove the ability for certain users to delete or update transactions. Once you edit the screens you can place them into tabs and then you can further assign the roles and limit users in specific roles to only see certain tabs. Tab links are the names of ...

 Hey, I looked into the option of us having a public section for screens/templates. The reason we do not have this is because we would not be monitoring the screens/templates. Users could upload any screen for other users to import, this could be a security issue for some people. We have decided to leave it to our users to talk amongst ...

 Hey, I just wanted to add a bit more to this post. If you want this information to be saved in Method, then you will need to add Fields to the table so you can add them to the screen. If you want this to show up on a printed version of the WO as well, you will need to also update the report template to include the fields. If you only ...

Just to add to my previous post, you may also want to consider removing the ability for those users to be able to add/edit records on grids, by editing the grid preferences.  Also you can place users into groups/ roles this would allow them to see certain tabs and hide others.  For example, you have a Sales Team that should only be able ...

 Hello and welcome to Method! In that case you might want to consider copying the invoice screen and then removing buttons such as save, save & new and delete.  You can then set it so that when those users log in they would see the modified screen and wouldn't be able to update the transactions. Please go through our webinars ...