Method Community

Hi Laura, Assuming that you are referring to a scenario where your client is trying to enter inventory or non-inventory items, this is possible in the "home" screen under the items tab link. To add an inventory item, below the existing items grid screen hit the new... button. This, of course, means your client does not require access to ...

 Hi Akoumjian, Could you kindly provide a screenshot through email (d.kugappi@methodintegration.com) capturing what it is you are seeing in the result? I am actually using a Mac here at Method, and cannot reproduce the error you're getting. Is this, by chance, a customized report? Please also let me know what screen(s) this is ...

 I can confirm now that none of our PDF's generated by Method are viewing correctly in Apple's PDF viewer. Can a customer service rep please look into this and file a bug? The result is that about 20-30% of our customers cannot view the estimates or invoices we send them.

Hi Team, Can you enter inventory items directly into Method, or do they have to be uploaded into the table?  Our client does not want anyone to have access to their QB file, so entering items through QB is not possible.  If they can be entered directly (without going through purchase orders) can someone tell me ...

Michael, I just wanted to let you know that we had fixed the issue and from now on it will not matter if you previously added opportunities to Method or if you haven't - Method Web Forms will still work. Thank you Victor

I figured it out.  My header in Excel is Entity, and the column is populated with the Customer Name.   

Thanks Selwyn. Update: We've been able to reproduce the error, and have resolved the issue. The "Go to..." link should now work properly. Regards, Denis

l.fischer - Are you setting a value for the Entity field in the Contact table?  As long as you do this, it should show up for that customer. Are you using the API for this, or the Import/Export tool? I just tried it with Import / Export and was able to import from the clipboard a contact for Natalie Chapman (not sure how the copy and paste ...

 Paul, I am trying to add multiple contacts to a single customer.  Can you please be more specific on how to link the new contacts to existing customers?  I successfully imported a contact, but it is not linked to the customer. 

Denis - this is on the "Call Center Dashboard" screen under the My Activities section. Selwyn.