Method Community

 Hey, I am looking into this and will post something shortly.

Hey, That’s even a better idea! If you use the report designer, you will not need to customize any screens, only the report template. You can find more about how to use the report designer by checking out the video's we have posted on our blog section. Below is a direct link to the blog titled "3 steps to becoming a report ...

 Hello, Can you please e-mail me your company account that you used to sign up for Method so we can reset this for you? My e-mail is a.mahadeo@methodintegration.com

Ian, Just another update with this.  With the latest version, that should be out later this week, those options for the calendar sync are now hidden when viewing emails.  It will only appear when you are in the calendar view. Hopefully that will help to avoid future confusion.  

[quote user="Laura Madeira"] Wow, this is terrific. We have waited patiently for this capability! I was a bit nervous, my Oulook is my "life" and always afraid to sync other programs with it. After making a backup (just in case!), I began the sync process and was able to define exactly what I wanted to sync from Method to ...

As a sales representative, managing your sales opportunities is pretty important.  After all, an opportunity that is monitored and managed properly could potentially equal a sale.  Throughout a typical sales process, a sales representative would update the opportunity “stage” to match where the client currently sits in moving ...

 Hi Greg, Ahhh now I think we are getting closer to what you are looking for. In that case, you can try making a reference to the Parts Order Form from the Parts Return table. To do this you would want to add a dropdown field in your Parts Return table (has to be a unique field such as Record ID for example) referencing the Parts ...

 Hi Richard, Sure you can build a portal for your vendors to log in and view the status of the jobs they referred. Just remember when you are creating your portal that it has to be based off of 1 tab so whichever screens you want them to view make sure you put them into that tab. You can view the webinar on Portals where I cover how to ...

 Hello Kelly, In QuickBooks are you also viewing inactive Items? In Method, under the Home tab > Items, the items grid is filtered to show 'All Active Items', you can change that filter to show 'All Items' and let us know if you are then able to see all your service items. It could be that you have some inactive items ...

[quote user="savagejim"]  Just got a new computer, so I decided to load Office 2010 beta.  Just loaded the latest Method Addin and everything seemed to work OK.  The only wierd thing is Microsoft decided to change the toolbar, so it displays a little differently. [/quote] That's great news!  Have you been able ...