Method Community

I found the plug-in and installed it with no problems.   I can select an email from a known customer and create a note for the user - very nice.   But I selected a new email from a potential customer - a contact if you will.  I tried adding it but it first wanted me to find an existing customer/contact/etc.   Is ...

So I have customer who didn't want to purchase from the website, insists that I generate a quote which I did.  Then they call back and want to place the order in person and gives me the CC info.   So I go into Method and find the ability to turn the quote into the sales order.  Nice.  But now I have to calculate shipping ...

As a new user, I'm finding it difficult to find things.  I notice these posts about the Outlook plugin being available, but could you please put a link in your messages helping folks to go and get it?

Thank you for the reply. I have currently been dealing with other aspects of method, but i think we got that ironed out. I will read up on your reply and take a look at what we have and then get back to you for more assistance. Again thank you.

we have multiple QB files. Is there anything that prevents the synch engine from synchronizing the a method database with a non-corresponding QB file?

Good Afternoon: I have about 4 different QB files - Enterprise - for different companies. I open the PWC QB file and Synchronize the synchronization engine says it's synchronizing with the FFX database. When I open method though all the data is from the correct PWC file. So in other words - the synchronization engine is not correctly ...

Brian, sounds like you turned debugging on. To turn it off, go to Customize > Display, and disable it. Paul 

Whenever I click a button that I've created there's a dialog box that pops up telling me the results of each action. Is there a way to turn this off? I'm ready to demonstrate my project and would rather not have the dialog showing up every time someone clicks a button. Also, is there a way to create a password field? For now I ...

 Hi Kevin, Technically you can disable Method's Engine and Listener from always accessing your QuickBooks file.  However, this is not recommended because it defeats the purpose of Method. In doing so you are preventing real time synchronization. Also any data was entered in Method while QB was closed would only be transferred ...

Hi Everyone, I am ecstatic about this brand new app.  Why you may ask?  I’ll tell you.  A few months ago, this app started out as just an idea to solve a business problem for one of our partners.  We quickly realized that this could be something that all Method users could benefit from and went to our Method Solution ...