Method Community

Handcrafted - When you first copy a screen it gives you 3 options in the last step.  You can create no tab links, create a new tab link, or replace tab links.  By replacing tab links it will replace tab links (as well as go to screen and show popup screen) that used to point to the specified screen and now point to this ...

Hi again! I was wondering if there is an easy way to do the following: When I create a custom screen (ex: Fieldservice_addeditworkorder) , I am wondering if there is a way to make that screen the new default screen for all goto actions throughout the entire site. For example, right now, on the Fieldservice_dashboard screen, the field ...

6:45 pm Friday 14th (US Mountain): I aborted the still-running synch. Confirmed that QB is completely updated.(Database integrity was Verified this morning.) Rebooted both the QB server and the CRM machine running Method Integration synch client. Re-opened QB on the CRM machine, logged in as Master/Admin account. As soon as it loaded, the MI ...

I launched a Changes-only synch via the Method website QuickBooks screen, Synchronize tab at about 11:15 am, shortly after we concluded our phone call. This was after it had apparently completed a prior Changes synch, although the previous one never showed up in my Synch preferences window. It's now 4:30, and this synch is still running, and ...

Hi Val,  I'm having a similar problem on the dashboard under the Task and Activity calendar. If I click on an appointment and choose edit, I get "Could not run the 'Show Screen In Popup' command, as there was a problem locating the Screen 'ProService_Activities(final)" I'm sure i could fix it by point that ...

 Michael, I figured it out. I was in the Detail 1 bar, not the Detail bar. I found it. I will test it now and it should work. Thank You.

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 ...