Method Community

On Wednesday, July 21st @ 1:00pm EST, Valbon will take you through a customization scenario on how to filter screens by the QB sales reps. He will then create groups/roles that allow both the sales reps and a ‘manager’ type role to view only information they need.  This webinar will take place live but will also be recorded and ...

 I wanted to clarify my previous post. We will consider this as a suggestion for the next version. Thanks again.

Just getting a new account setup. I have everything synced with Quickbooks Pro and that is working ok, invoices, items, customers, etc. all there. When I create a new Bin in the Warehouse section and click on Item to select one of my items that was imported from Quickbooks I see the following message: "Make sure the field(s) being displayed ...

 Hey Andrea, Glad to see you are playing around with customization. If a user makes a change in QB, we cannot make an action run in Method just by the sync. You would need to go back into Method and click a button to start the action sequence.  A thought that I had was; (all of this is done on the customer list screen) 1. Create a ...

It's working now...except for the calendars as you noted.  Nice to see the custom colors now sticking.  Thanks!

Robin, Mario and James - I wanted to give you an update.  The dev team is still finalizing making some changes here, but here is what you can do in the meantime: 1. Go to Customize > Display. 2. Click Save Settings. This will force it to create the color scheme again. 3. Sign out, sign back in. In my tests this solves the ...

I just start to using Quick Books and entered about over 100 of invoices into it. After I sync data with Method, I only found 13 Invoices in Method and all of the invoices are recently inovices which all of the invoices I entered before July was missing. Does anyone can give me some idea how to fix it? I really appreicate if I can get solution ...

 Thanks for posting. We’ll be sure to consider this feedback during our next meeting and reply back to this post.

Category: General Topic: General Scenario: It would be helpful to know the duration of each webinar when viewing the titles.  Simply appending each title with the length in minutes would be nice.  Thanks.

 Valbon, It definitely helps to know that if I add a field to the Customer table it will appear in the Entity table. Initially, I could not find some of the custom fields that I added to one of the tables (can't remember which is which) in a screen based on a table with "shared" fields. I am wondering if some of the ...