Method Community

Hey, On the desktop application, when I go to settings / customize screen and edit the columns, there are 2 options to hide the columns: On Load and On Phone. Is there a way that we can have the iPad and tablets be on the "On Phone" and not "On Load" since it is a smaller screen? Also, on the iPad, when I click the ...

Hi Alex, If you press the 'Delete all' option - Yes, all of these records will be removed from QuickBooks also. If they are infact just being archived, I would recommend you just use the 'Clear' option - and wait for the next full sync to run. At which point they should dissapear. Thanks Alex. -Ben

Hi, For those side-effect items, if we follow the suggestion to delete it from Method, will the item be deleted from QBs as well? --

We sell software and hardware, both direct and through resellers. Our direct customers have customer portals. Our resellers also have portals because they pay us, so they're our customers too. Those resellers have their own systems for invoicing their customers. But their customers open cases with us regarding the products. Some of ...

I have a client asking for this. Any idea of the ETA?

I have signed in under toml@jnfsteam.com to try the beta version of the method app and I do not see anything under my invitations.  Please help Thanks, Tom

Hi Alex, Its likely these 'ReceivePayments' transactions are falling outside of the Transaction History date - and are getting archived within Method. On your Sync Preferences Page (under QuickBooks tab > Synchronize > Transaction History) - You can set how far back Method will remember 'closed' ...

The following updates are now live for users of Method. Features Tags - Improvements to mobile experience and error messaging (PL-6254) Fixes Subscription buttons showing up for non-billing contacts. (PL-6480) Notifications not closing when clicked on. (PL-6428) “Have you moved?” prompt displaying for users who have not ...

Hi, I have been seeing this issues but no time to face it till now. The problem is, "maybe" after a full synchronization, I can see lots of conflict about "Delete from Desktop" about ReceivedPayment. (as attached image.) http://imgur.com/a/Kz2zt However, we never did that, and those conflict will disappear later (not ...

Hi Ben Thanks so much for the quick response. I'm trying to puzzle my way around the screens, but it's getting late here in the UK, so I'll pick it up again tomorrow. Just to give you an idea in the meantime, I have created custom versions of CRM_LeadList and CRM_EditLead, both of which have been set up to replace the links from the ...