Method Community

Hello, We’ll be pushing a 2nd wave of minor updates this week to Professional Services Beta on Thursday, September 16th from 9:00am to 11:00am Eastern Time. We ask that you avoid clicking and being in the Professional Services tab during this time. Other areas of Method will not be affected. Thank you, The updated was complete as planned. ...

Linda emailed in with the following: We just signed up for your service and I have been trying to use the Blog for an answer but have been unable to find a suitable answer. When the address is imported from Quickbooks. We have the ability in QB to load four lines of address plus city, state zip and country. On the Customer Information screen ...

Any update on this issue?

 Hey Debby, I don't know how you are trying to load the Report Designer, but check out the link below for tips, videos, and a link to download the designer. http://www.methodintegration.com/cs/blogs/methodblog/archive/2008/06/18/3-steps-to-becoming-a-report-guru.aspx If you still cannot open it, try clearing your web browser cache. In ...

 Hey David, Currently in Method this screen does not exist. I looked at the screen in QB though and it looks like you could create a screen that replicates the "Sales Order Fulfillment Worksheet". This may not be an easy customization, if you feel like you need help, please contact your Business Consultant and we can help you out ...

I would like to customize a report but cannot get the report designer to open. Anyone have any thoughts on what my problem is? I've not opened it yet. Thanks

Hi Mark, Yes, I took at look at that video. I’ll be sure to monitor the progress on the original post and depending on the outcome decide if it’s also applicable to Professional Services. For any new readers the original post can be viewed via the link ...

Val I had a post a few weeks ago regarding updating/changing contact info for an activity.  The same problem exists on the screen "ProService_Activities".  In my previous post,  there's a link  to a short video (3 min)  that demostrates the issue.

 Hey David, On our forum we will always give our users a good push in the right direction, but we will not be able to lay out step by step instructions. We do offer Consulting Time, where you can work with your Business Consultant 1 on 1 to get some work done. To get you started.. You will need to capture the customer on the ...

hi ryan, yes price levels.  your link above seems to be expired, but i do belive i found the past post by amanda you referred to.  her post did not seem to have step by step instructions on how i can customize method to use that default value.  is that something you can detail?  thank you.