Method Community

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? ...

Hi Paul,   I have been getting the exact same error message and I cannot get it to work again.  I have reset the process several times using your blog link in the email thread.   There also was not a step no. 12 when going through what Aaron when through.  Could I get some tech support on this?   This is my portal for my ...

Greetings, My name is John and I own a landscape co here in Silicon Valley, California. After loosing 85% of work in 2010, almost loosing the house, phone was not ringing and just a bad all time of everything...i decided that if i went back into the business again that i would need a program that I could design my way and connect this to a ...

Hi Charles, We have a beta version of the sync engine that has the ability to sync with some Advanced Inventory features.  If you email support@methodintegration.com, we can provide you the link and instructions on setting up the beta sync engine. As for Advanced Pricing, I haven't heard anything regarding this yet.  I'll have ...

When I go into a particular subaccount and try to change/add any information like a phone number or email address, I get the "Customer/Vendor/Other Name is alerady in use" message. But ONLY for this particular subaccount. No other subaccounts for this parent (or for any other parents) exhibit this behaviour. Please explain how ...

Hello. I am trying to import contacts that are leads. They are individuals and not companies. 1) How do I import and then view a list of contacts with Tags? When I import using the Contacts table I cannot find the list anywhere. When I try to import using Customer Leads then I can't import TagList. How should I best do this? 2) How do I do a ...

Can you confirm if it is possible to send any report, based on any table from any screen? Or does the report have to based on the same table that the screen is using for the report to generate successfully? I am trying to generate an estimate report from within a screen based on the activity table. The email is sendng but no report ...

[quote user="Method_Ashur"] Hi Ben, Your setup is not outside of the norm. One thing you need to keep in mind is that Method requests your data from QuickBooks (via the QB SDK) during a sync, so the larger the QB file, the more data it needs to handle. This may be part of the reason you're seeing a decrease in speed. Keep ...