Method Community

Hi tmungo, In essense, Method allows you to integrate Microsoft Outlook with the CRM portion of Method, allowing each person within the company to send email to, set-up calendar events, and synchronize contacts or leads through MS Outlook. For more information, feel free to browse around our Method Outlook Plugin forum that provides a ...

How does Method integrate with Outlook?  Looking for something seamless like the old ACT! application did.  

Hi Lee, To answer your question about things being purged, don't worry. In a scenario where you change transaction history from 365 days to a lower number, any records that have custom data that doesn't go over to QB aren't purged, but simply hidden, as there won't be transactions that will link to them. So if this setting ...

Hi Lee, As per our phone conversation on this topic, in order for the real-time sync to occur, Method Integration Engine needs to connect to an open QuickBooks file. The user that is logged on that QuickBooks file must be either a) the admin account or b) a user with admin-level settings. Having said this, we have had reports of users ...

Paul, Sounds great! I will sart looking into this.  I have a few app ideas that could help me with my landscape operations and with the abilty to share them, that sounds great as well.  I will be gone to Disneyland, per wife's orders so when i get back, i look more into this. Take care, John

 Michael, when I click the ... to open the Sort field editor, then only choice I have is 0 Group Field, there is not a 1 Group Field. So, I tried to add a group field and then change the Field name to Sort Order, but that choice is not there. I think it is becasue the Activity Job Items table is the only table available. The sort order ...

Hi acidemac, My apologies, but we've done a little more digging, and this is actually by design. The reason that this happens is that QuickBooks provides this information upon sync as it first needs to generate an invoice number that Method pulls. Therefore it would be a duplication of effort to pre-fill this data. We all learn something ...

Hi acidemac, Regarding this issue, I've tested this on my account and I also experience the same issue, so you've found a bug - thank you! We will forward this onto our developers and provide you with an update the moment it is resolved. Regards, Denis

Thanks, Danny - the clarity helps, but let's dig a little further... Your point is that the login for the QuickBooks session "under" which Method is running must be for a user with sufficient permissions, or Method/QB will generate conflicts when synching. My question is whether that QB user/login has to be a) the top-level QB ...

[quote user="TogsTeam"] Denis - One point of clarification for myself and others: if I'm not mistaken, QuickBooks makes a distinction between THE Admin user account (being the top-end "owner" or Master account, required for certain special functions) and an "admin level" user account, which is given all the ...