Method Community

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.

hmmm... Is it possible accomplish this customization using a table grid, rich or inserted text, in "Report Designer"? Where can I learn more about this intriguing tool ??   Thanks for your help...

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 Outlook. Now I will more closely watch the ...

All of that is correct but I have already created a table and screen for the PARTS ORDER FORM.  How do I create another Table for it to create the PARTS GRID that will be "ATTACHED" to the PARTS ORDER FORM screen?   For the RMA screen  there is a RMA table that I built the screen from and a  PARTS RETURN Table that ...

[quote user="savagejim"]  Just got a new computer, so I decided to load Office 2010 beta.  Just loaded the latest Method Addin and everything seemed to work OK.  The only wierd thing is Microsoft decided to change the toolbar, so it displays a little differently. [/quote] That's great news!  Have you been able ...