Method Community

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

My company is looking into MethodCRM and I have a question about the Customer Portal and customization. Can the Customer Portal be turned into a help page where customers would have access to a knowledge base we create for our products? For example, Desk.com offers the ability to skin their portal to look like our website so customers can ...

In the FAQs it says: "Browser-based versions of Gmail users - the Gmail Gadget works in all major, modern browsers (Chrome, Safari, FireFox, IE8+). It does not work in mobile versions of Gmail (neither mobile browser optimized versions nor native versions)." But if you monkey around with gmail your browser (not gmail app, and ...

I have Assign Ref Numbers in Method?  UNCHECKED. Should Quickbooks be returning an estimate number when created in method? In the "Estimate" edit page I have: To be emailed in QuickBooks? CHECKED Wait for Sync Approval? UNCHECKED To be printed in QuickBooks? ...