Method Community

Ian, Just another update with this.  With the latest version, that should be out later this week, those options for the calendar sync are now hidden when viewing emails.  It will only appear when you are in the calendar view. Hopefully that will help to avoid future confusion.  

 SAdly, I had to roll backl to Office 2007.  I could  not get 2010 to sync with my blackberry, which to me is critical.  Method is working great with 2007 though.

[quote user="Laura Madeira"] Wow, this is terrific. We have waited patiently for this capability! I was a bit nervous, my Oulook is my "life" and always afraid to sync other programs with it. After making a backup (just in case!), I began the sync process and was able to define exactly what I wanted to sync from Method to ...

 I'm very new to Method... Just started today along with two other employees.  Someone please help me in blocking editing rights of the other employees.  I don't care if they see invoice information, etc. but I do not want them to be able to edit or delete any invoice, estimate, etc.  Any information would be ...

As a sales representative, managing your sales opportunities is pretty important.  After all, an opportunity that is monitored and managed properly could potentially equal a sale.  Throughout a typical sales process, a sales representative would update the opportunity “stage” to match where the client currently sits in moving ...

 Hi Greg, Ahhh now I think we are getting closer to what you are looking for. In that case, you can try making a reference to the Parts Order Form from the Parts Return table. To do this you would want to add a dropdown field in your Parts Return table (has to be a unique field such as Record ID for example) referencing the Parts ...

 Hi Richard, Sure you can build a portal for your vendors to log in and view the status of the jobs they referred. Just remember when you are creating your portal that it has to be based off of 1 tab so whichever screens you want them to view make sure you put them into that tab. You can view the webinar on Portals where I cover how to ...

 Hello Kelly, In QuickBooks are you also viewing inactive Items? In Method, under the Home tab > Items, the items grid is filtered to show 'All Active Items', you can change that filter to show 'All Items' and let us know if you are then able to see all your service items. It could be that you have some inactive items ...

…with that being said, I just got some more info on this. The Mapping feature is actually out of the backlogs and in the hands of development right now. The goal is to aim for a completion near the end of March. We’ll also do our best to keep updating this post on progress and let users know of any chance we may over-shoot that ...

Our team has been hard at work with a variety of new projects and features. The mapping feature is expected to be available sometime this spring.