Method Community

Thanks Ryan!  :O  I'd not looked in the "About" tab...doom on me!  I was "assuming" docs wouldn't fall in THAT category! ;)

 Hey, We do have CRM documentation available as well as other documentation. We also use Webinars to show our users how the screens work. You can find the documentation and our webinars at the links ...

Quickbooks is crashing (sort of) whenever I do a Method sync.  This started immediately after I installed the latest Quickbooks auto update a few days ago.  Method resolve conflicts center says that I need to rebuild my data file, which I have done.  (Ran rebuild & verify 5 times now, each time it says my data is fine, it was ...

 Sometimes someone creates a record (a work order, an invoice, a timesheet, whatever) and it needs to be approved by one or more people before it should go into QuickBooks. One way I could imagine doing this would be to just create a new table, like "Unapproved Timesheets".  Manage the data in there until it gets all the ...

Is there any wiki's or pdf documentation available anywhere from within the Method website?  We've just taken on the task of testing MethodCRM integration with Quickbooks for our manufacturing offices/plant.  I'd like to have printable docs for review/reference by office staff if necessary.  Thank you for any ...

 Hello, I tested this out on my end and I was not able to enter the same job name twice in Method. I'll look into this and let you know if there is an alternate way of doing so and get back to you.

Our accounting folks create a "General" job for each new client. In method I am able to create a client then create a test job (eg. test123) but it seems once a job name is used by any client it can't be used again. Once a client is created we use the 'Job of Customer' dropdown to select that customer then type the job name ...

 Hey Bill, One easy way would be to edit the opportunities grid to show more rows, you could also export the list to excel and print it. Of course If you want to create a printable report in the Method Report Designer,check out our webinar 3 steps to becoming a report guru for tips to get you started.    

 Is there some way to get a list (printed or on the screen) of "All Opportunities"?  Scrolling through at five at a time is the only thing I have been able to do.

Jonathan – closing this post based on our conversation. This was not so much an issue with Method but could have been a result of the MAJOR changes that were done in QB aside from the name change by the accountant. Let us know how things went with our solution.