Method Community

pdirect, The Method Outlook Add-in's sync is bidirectional but it is not an automatic sync like Method is with QuickBooks. You will have to click on the Synchronize button in Outlook anytime you want to synchronize appointments either to or from Method. -Michael 

pdirect, This old post should point you in the right direction (Link). -Michael

pdirect, You can add the File Attachment type field to the customer table and use that to store an attachment. Each File Attachment field that you add can only store 1 attachment per customer, so for example if you want to store 2 attachments per customer you would need to add 2 File Attachment fields. After adding the field you will also need to ...

pdirect, If you edit the grid in the customer screen you can add the CustomerType column to the grid and use the grid filter to search by specific customer type. You can even set the CustomerType column's advanced options to make it hidden when it first loads. When you set a grid column is hidden clicking on the gear at the bottom of grid ...

I know I can check that box, but the point is that the box should ALREADY be checked by default as too many times the reps forget and don't check it.  This box is checked by default with the Outlook integration tool, so why not have it checked by default in the Method web interface? And I know I can customize the the screen, but I try to ...

pdirect, To create a customer as a lead you do not have to go into the advanced search options, you just need to check the Is Lead Status Only checkbox under additional info. If you customize the screen you can have it automatically default to checked by setting the default value for that checkbox or moving that checkbox to the Address Info tab ...

Is there a way to increase the number of records displayed in a list to something higher than 10?    

I know this is an old post, but I'm lookint to filter the report by a certain REP (not user).  Is this possible?

It might still be winter, but here at Method we’re already gearing up for and looking forward to this year’s Scaling New Heights Conference, taking place in a few short months. From May 23-25, 2011, the third annual Scaling New Heights Conference, presented by Joe Woodard, will bring together QuickBooks ProAdvisors and Intuit Solution ...

When I open the default ItemInventory screen, it does not show "on hand" inventory count.  Is it supposed to show this data?  If not, it should!