Method Community

I love Fridays, especially when there is a big Method update to share with everyone.  There hasn't been an update to the platform since the beginning of August, so we are long overdue - but I can assure you the Dev team has been extremely busy.    Overall, the focus of the Dev team's work was to prepare for a ...

Recently I got a big problem with Customer list and Vendor list, sometimes after synchronization, it will have a duplicate customer appear in method customer list and vendor list. It did not show in Quick Books but in Method. I check the conflict information in Method. it shows below There was an issue with the sync. Try doing a File > ...

Click the following link to learn what is included in this release. http://www.methodintegration.com/cs/blogs/methodblog/pages/method-outlook-plug-in-2-0-v2-1-37-update.aspx - Victor

For version 2.1.37 of MOPI, here are the updates: Resolved an issue where "New Contact/Lead/Customer/Vendor" window was closed, if an error was encountered while saving the record. Resolved an issue with Outlook contacts exporting, where some fields were not filling the "New Contact/Lead/Customer/Vendor" window properly. ...

Hi there, I created an item type "SubTotal" to use in estimates and invoices. The subtotal is correctly calculated taking the amounts in the column "Amount" for the items above it. Unfortunatelly, the subtotal is displayed (on the screens) on the column "Cost" for the Estimates, and on the column "Rate" ...

 Hey Haident, Although the Activities screen and the Work Order screen are both based off of the Activities table, the Outlook plug-in is not meant to support Field Services. The Plug-in was meant to sync your Activities over to Outlook, a Work Order is not the same as a scheduled activity. Although, you may be able to configure the Outlook ...

 Hey Haident, I am looking into this and will post an update shortly, thanks for the feedback!

Mike, Just want to add; a simple alternative if you are just looking to export a list would be to use the Import/Export tool. You can find this under Customize > Integration Tools. If you haven't used this tool before, you can view webinar 28, by using the following link: ...

 Hello Mike, I tried running the List Builder and it worked pretty quickly. Do you have a lot of Customers that it needs to loop through? Before you go to 'Fill List With...' tab section, go to 'Current List' and remove all records that are listed so the grid is empty and ready to be filled. Then you go to 'Fill List ...

Hi Guys We've been trying to export a mailing list from Method using the List Builder. I'm trying to include all clients plus prospects. I've run the list builder routine but just get the "timer circle of death" and when I try to export I simply get one meaningless record. Please can you outline how I can create ...