Method Community

 Hi DaveS, Chart of accounts and $ balances come from QB, so in this case Option 1 is correct. Method simply displays the data it pulls from QB. Regards, Denis

 Hello, Since "LineTotal" is a relabelled "Amount" column, you cannot change the hard-coded amount as it is directly tied to the same field in QuickBooks, however if you like you can create an additional custom field "LineTotal2" (or anything that you would to call that field) that will calculate a separate ...

"LineTotal" is a re-label/badging of the default "Amount" column. I have made no modifications to the default tables.

 Hello, Could you kindly confirm where in the estimates table do you have LineTotal field. This field is not part of the Method default estimate table, or perhaps you renamed the label of the TotalAmount field. In order to see which fields are listed in the Estimate screen, go to customize -> Tables/Fields -> estimate table, hit Edit ...

 Hi Brian, actually, this might work: http://lifehacker.com/111166/how-to-use-gmail-as-your-smtp-server Try the solution explained in "Update 3" Let me know if that works for you. Thanks! Wayne

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?