Method Community

I am trying to figure out a way to create a report (possibly a chart or graph) to basically track our Sales Opportunites movement through the Pipeline. I want to be able to generate a report for each of our Sales Reps that shows how long it took their opportunities to move from 10% to 100%. Can anyone offer a solution for this? I've ...

I am also experiencing this problem. To provide background, my sales rep starts by creating an invoice. He hits save but no invoice number populates the field. Thus, when he goes to print his invoice there is no invoice # making it silly for the customer and for us to associate future payments with a blank invoice number. I would look into this ...

Hi Guys,   Question: When my sales guys are entering items on the PO screen all is fine and dandy. However, if they begin typing an item that doesn't exist in inventory, there is no pop-up to create a new item. Is there a way to add this functionality, so that if an item is not found in inventory then a pop-up comes up asking to create ...

Hi Jschoff, Unless someone here at Method will advise otherwise, I don't believe any changes have been made on our end. The IP range that Method uses are in the range 72.32.228.2** as the IPs below (which are our 3 servers). Web1: 72.32.228.236 Web2: 72.32.228.237 Web3: 72.32.228.234 Kindly take a look at this forum post for more ...

Matt – thanks for all the valuable feedback. I’ll look into this and post back.

Hi Alex, Although we would love to integrate with the added inventory functionality of QuickBooks Enterprize 11, at this point in time this isn't supported. Making this work cleanly would be tricky, as it would be difficult to gage whether or not a user has this feature or not and what version of QuickBooks Enterprise they have. While we ...

Hi Tiffany, Just wanted to add to this, that the method (pun intended) I advised above is a recommendation, and isn't officially supported, as we have no control over the effectiveness of the sync between Outlook and Google Sync, so just wanted to throw that out there. But do let us know if it works for you! Regards, Denis

We all of a sudden cannot email from Method.  Our exchange server is setup to allow relays from Method's IP address.  Is it possible this changed recently?   Can I confirm the IP address or addresses that need to be allowed access so that we can relay email through our exchange server here.   Thanks,  

Is Method able to show inventory quantities by Site that is provided by the new Advanced Inventory functionality in Enterprise 11? I do not see any table related to 'Site' in Method so I can't figure out how I could get this info into an Item List.

Hi Tiffany, To answer your first question, the Outlok plugin does pull the activity type "work order" (if you go to Outlook Add-in Settings, and go to the Appointments tab, you will see all the activity types in the "Synchronizethe following activity types:" drop down). To answer your second question, it is possible to sync ...