Method Community

Do activities entered using the Method html pages sync back to Outlook (usin the Outlook Integration app) or do activities only sync from Outlook to the method html pages?  i.e. is the sync bidirectional?  I don't see the activities syncing from the web to outlook, but I wanted to make sure this was as designed.

Hi Andy, I’ve actually run into a similar situation where the print preview option does not always reflect a true print preview. Can you do me a favour by saving the report and running it in Method? Does it show up correctly there? I can’t recall every step I took since it was a while ago, but I removed the field that was giving me ...

I'm wanting to run the "Sales by Rep Detailed" report.  I know I can assign this report to a specific user, but is there a way to filter this report to ONLY show sales from a specific rep? 

Hi there, If you have purchased through QXpress it probably means you are using QXpress Online. You’ll need to post questions relating to QXpress solutions on the QXpress company forums. http://www.qxpress.com/cs/forums/default.aspx Don’t worry you can probably just copy and paste this post on their site. This is really the best ...

Hi Andy, Currently there is not default template for printing Packing Lists. However, that doesn’t mean it can’t be done. You can use the Method Report Designer to create a shipping/packing slip. Some past suggestions have been to modify the existing Invoice report and simply add/remove some fields. Feel free to reference our ...

Is there a way to add attachments to a customer's record?   

Is there a way to filter the customer list (or search) by the customer "type" field found in QuickBooks? If so, how?

It would be simpler and make more sense if you had Method setup similar to other CRM systems we've used (such as Microsoft CRM) where you can assign users and/or roles "View, Edit, Delete" privileges.  What a hassle to go through all these steps for something simple as this. 

Forcing users to go through an unusual method of doing something never works as far as adoption.  Most users would never think to go to "advanced search" to create a new lead.  There is no logic in that.  No I can try and instruct our users to do that, but it's just one more hoop they have to jump through and they ...

Andy - once you add a term and it goes to QuickBooks, it really is no different from a term you added directly in QuickBooks. Neither QuickBooks nor Method treats it any differently. However, the one exception is more complicated.  If you add a term in Method, but it hasn't synced to QuickBooks yet, you can still edit ...