Method Community

 Hi Naomi, After reading over your post, I realized that you could be referring to Leads for Customers with 'Is Lead Status Only' checked under Additional Info tab section, in the Customer List. If this is the case then your Master table should be Customers and your Detail Table 1 should be Activity.EntityRef. You would also need ...

 Can someone provide me a quick summary list of the actions that must be performed in Quickbooks?  I have a client who is interested in using Method, but wants to know what she won't be able to do remotely.  Thanks.

 Hi Naomi, Which table you selected as your Master Table? As a suggestion, you may want to try making the Opportunity table your Master table and Activity.OpportunityRef as your Detail Table 1. This way you would be able to pull Lead (opportunity) information and related activity info. Please view the webinars on the Report ...

 Hi Tina, Thanks for the additional information. Intuit has actually stopped updating the SDK before QB 2010 came out. As a result Method most likely would not be able to see those additional fields. Please refer to the following post for more info on this and a possible work around: ...

 Hi Kelly, The settings under Customize > My Account > Default Email Preference should be the default settings. You shouldn't have to go in there and switch it between you and Judy. You can contact your ISP to confirm what the settings there should be. To specify the email address for each user, you need to go to Customize > ...

Thanks - we are looking forward to it! Judy

Hi Judy, Yes, I’m actually in the process of notifying past beta users for this app. We are packaging it this week making it available shortly. This beta will run a bit differently than the previous Professional Services Beta. It will not require a separate Method account but will be available to import into an existing Method account ...

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Val, Do you know when we will have Professional Services for Beta testing again? Judy

Hi amanda, Thanks for the post.   Actually, they are in the customer information.  2010 added these to this version.  We use them to hold pricing and other info on the customers.  They sit under the tab "additional infomation".  only 5 of the defined shop up in the field list in method.