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  • User Spotlight: CSConsult creates QuickBooks custom software using Method!

    The other day, I had a wonderful conversation with Antonio Macedo from CSConsult over in Liverpool, United Kingdom.  After speaking with Antonio, I knew he’d make a great user spotlight due to his rapid implementation and impressive Method customizations over the past few months.     CSConsult began as a bookkeeping and ...
    Posted to Blog (Weblog) by Anonymous on 02-01-2011
  • Learn the Method Lingo

    Everyone’s heard of office “lingo” before.  You know those words that are thrown around the office, which no one but the people who work there actually understand.  How annoying has it been as an outsider, sitting on the other end of the fence, trying to decipher the “secret code” or language others are ...
    Posted to Blog (Weblog) by Anonymous on 07-30-2010
  • Powerful CRM + QuickBooks online access = Method!

    Ever hear the term “The best of both worlds”?  Oh come on, I know you have.   For those of you who haven’t heard of this, here’s what it means: “The best of both worlds” is to have the best aspects of one choice and the best aspects of another choice when you have been asked to select between two choices.  Every now and ...
    Posted to Blog (Weblog) by Anonymous on 07-30-2008
  • Demo: Customization - get your creative juices flowing

    We're back in Toronto now, after our visits to the Intuit offices in Plano and Tucson.  Though we'll miss the TexMex & Mexican feasts and catching up with other Intuit Developer partners, it is good to be back home.  Based on the feedback we received from Intuit staff, Method is in for quite a ride over the next ...
    Posted to Blog (Weblog) by Method_Paul on 05-09-2008
  • Re: Overdue Invoices

    Shame we can't automate, but one day..... Anyway, trying to attack this from a different angle. As I have said, very new to this so bear with me, I may be trying to re-invent the wheel! How to go about achieving the following:- 1 User clicks button on screen 2 Method filters contacts table for those with a specific tag 2 Uses result ...
    Posted to Method:Classic General Q&A (Forum) by Pioneer_Feed on 08-03-2015
  • Create a Sales Order from an Estimate in Quickbooks Online Plus

    I have been speaking with my Method Acct Rep.  She said that there isn't an actual document for a Sales Order that will convert over to QB if you use QB Online Plus.  I don't really need it to.  I just need a physical copy of a Sales Order, but I want it converted from an Estimate so I don't have to refill everything ...
    Posted to Method General Q & A (Forum) by TTUS2371 on 06-04-2015
  • Re: Count of all Invoices per month is incorrect for some months

    Hi Kelly, I built a quick report to test this myself and can confirm that it is working as it should. I suggest you take a closer look at your chart logic to verify that it is correct. A couple of things to check for: - Make sure that you have selected the correct field for your argument data (TxnDate) - Is the count correct for the months ...
  • Re: Current Date Time in Insert Record

    Hi Matt, I was able to assign the current session date / time to 2 fields in an Insert Record Into Table action fine.   I tried assigning the current session date / time to an action result and use that action result twice in an Insert Record Into Table action, but received an error and was unable to save this. Removing and ...
    Posted to Method Beta General Q & A (Forum) by Method_Audisho on 04-02-2015
  • Sortable DropDown Field

    Is there a way to sort a DropDown field? I am creating a dropdown field that will be populated with our Solutions List. When a Solution is selected, the RecordID is saved to an ActionResult and then the associated Solution is inserted into an Email Body field. To make this easier to use, it would be very helpful to have a sorted list by ...
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 02-23-2015
  • How to Set up Notifications

    Is there a way for me (as the administrator) to receive notification emails everytime any user creates or edits a lead, customer, opportunity, or activity? All the email notification would need to say was the users name and what they created (activity or opportunity...), and the ID of it.  Basically, i would like to know when ...
    Posted to Method:Classic General Q&A (Forum) by CameronH on 02-12-2015
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