Method Community

 Hello Alex, Welcome to our forum! There are a few things you need to check. First you would want to ensure the users are linked to employees. You can do this under the user setup, where you have 'Link to Employee /Vendor /Other Name'. This forms the relationship between the User signing in (User table) and the Employee ...

I see. So the fact that the SDK will support such functionality, but I have to have my system customized in order to take advantage of it, indicates that it was a business decision on Method's part not to include it in the CRM package. (I presume that there's no difference between the CRM and Full Blown editions in this regard, but please ...

Ryan: Just to be clear -- we don't care about copying the actual/physical/logical SO layout itself into Method, or making the Method screen "look like" the custom Sales Order we're accustomed to using. There's no need to redesign or customize the SO screen to make it resemble, or have the same look-and-feel, of our custom ...

Getting ready to pull time from Xora, and was just wonder if there was an update to this issue or has it been resolved?   Thank you, Michael

When I open QB, and methods tries to load I get the follow error: "Application cannot be started. Contact the application vendor."  When I click Details I get the following: PLATFORM VERSION INFO     Windows             : 5.1.2600.196608 (Win32NT)     ...

  We are a distribution company with several sales reps throughout our state. I am trying to implement Method in such a way that each sales rep can login and see his/her sales activity and customers (and no one else's). I have been able to create new screens and filter customers, invoices, and item lists by a specific rep, but I would ...

 Hey Lee, I looked into this and have figured out the following. We cannot copy these templates into QB. It looks to be a SDK limitation, but you can use method to enter in all the correct information for these templates. On the SO table you will find all the fields are used for the default templates(just not all are added to the SO ...

Hello Richard, We have two gateways available, currently we work with PSI Gate and Electracash.  The next merchant service accounts we are looking to work with are Intuit Merchant Services, PayPal and Authorize.net. You can add actions from within Method to process a payment. Hope this helps.

 Yes, you seem to have a good understanding of how it works.

What merchant accounts is Method working with currently? I'm will be customizing screens so technicians can process payments in the field.