Method Community

Howdy, My name is Brian Fisher.  We are working on a trial version of Method Integration CRM and have run into a snag in setting up emails.  When setting up emails I have used our Google Apps info email servier: smtp.gmail.com username: brian@dvdcopycat.com password: passwordxxxxxx  Under Default Email Preferences setting in ...

I am trying to figure out the best way to pull a custom field into Method from Quickbooks. Within each of our estimates we have the company name (ship to) and the customers' name (custom field called customers with individual end users names) that we need to put into Method from estimates in Quickbooks. Any advice that you can give will be ...

Is there a way to determine what Method Apps a customer has installed/signed up for using the API? For example if I wanted to determine if a user had Method Field Services installed before allowing an external program that uses the API to continue.

 Hello, Thank you for your patience. Our developers have resolved this issue, your screens should now be showing all the proper fields. We suggest that you remove the Warehouse app and re-install it to ensure the fields get updated properly. In order to uninstall Method Warehouse App, go to Customize -> My Account and under My Apps ...

How do I use the Import/Export to print a list of all customer contacts, including alternates?

[quote user="tdehmlow"]  I have hundreds of open POs. When I am entering a bill and go to select from the list of open P.O.s there are only 17, most fromt he month of November 2010. How do I access the others? [/quote] Welcome to the forum! I'm going to go a step further and suggest that under QuickBooks ...

Hello, The answer to your question is likely that under the Quickbooks -> Synchronize section you only have the last 31 days selected, which is the default setting. Let me know if this solves your question. Cheers, Denis

 Hi Alec, We are working hard on many back-end changes in Method to eventually bring it to a point where it is compatible with those browsers, however that is a long-term process so for the time being, IE and Firefox are the browsers that we support. Regards, Denis

Is there any work being done in making Method compatible with Chrome or other webkit browsers like Safari? Considering that it is the most standards compliant browser and has the fastest Javascript engine, I'm curious what the developers only allow Mozilla/IE access. I would be happy to help perform user testing.

 Hello Dave, QuickBooks lets you change all the settings that initial screen gives you under Edit -> Preferences -> Integrated Applications. However if you want to see that particular pop-up again, you have to remove the Method application from the list of integrated applications, restart quickbooks, and try to sync again. Syncing will ...