Method Community

hoping i could speak to a method crm user. I am contemplating moving to method - the qb integrations seems great but i'm concerned about how the crm stacks up. we currently use salesforce and would like to know someone who is actively using the crm for sales leads and your opinion of how the product meets you needs. please feel free to email ...

Thank you so much for your assistance. I will be trying out the firs option. If I run into trouble i'll letyou know.  

Hi Amanda I'm talking about tab sections on the Customer List screen I dragged the text box object from the objects list and dropped it onto the screens. What do you think? Havefun   Mike

Dave, In addition to Paul's response, I'd like to ask that you please review the webinars that have been made available to you.   Many of the questions you are asking around Method Warehouse are addressed in these movies.   Thanks, Danny

Hi Dave - I need you to review my responses from: http://www.methodintegration.com/cs/forums/t/705.aspx and http://www.methodintegration.com/cs/forums/t/735.aspx I took some effort to really outline the differences between a QuickBooks BuildAssembly and a QuickBooks ItemInventoryAssembly.  This question is a repeat of what is already ...

 Paul, Q1.  We may not be talking about the same thing, let me explain better.  I am familar with the ItemInventoryAssembly screen and API to add a new item and parts. Such as "Bicycle Model 2000".   What I am asking about is the process to Build say 1000 of these bicycles.  Qb has ...

 Ann, Happy that you are now able to log on. It turns out the checkbox for "User can sign-in (counting toward my paid licenses)" was unchecked. This can be found under Customize > Users > Select a user and on step 1 when editing the settings for the user. Once that was checked, it worked.

 Amanda- Yes, I was logging in via the main methodintegration.com. I deleted the originial bookmarked page as per the instrucitons in your forum. I am able to login in as of 1:20pm MST. Thanks, Ann

Brian - If you are building that from Method, you'd be using Actions.   I would suggest making a template using Assign Value to Action result, and then using Character Functions to replace text in portions of the template with action values. For example: 1. Create an action result using Assign Value To Action Result, ...

Dave - Q1: Both Method and the API has the ability to add ItemInventoryAssembly items.  Where are you having problems? Q2: If the user has installed Method Warehouse, they have a InventoryControlBinSerial table.  They need Method Warehouse installed to have serial number tracking. Paul