Method Community

It’s time for us to get started with the beta for the updated Outlook Plug-In for Method.  Version 2.0 is packed with a bunch of very cool tools and abilities that make using Method CRM even easier.  I personally use this tool daily and have found it to make my day more productive and doing less double entry.  I'm really ...

Hi Alex, We do have an Audit Trail found under the QuickBooks tab in Method that provides similar information but not exactly what you are looking for. Having said that, this can be done with some basic customization and here’s how: Create a new table to store UserName and Login date/time. Also consider adding another field ...

 i wouldnt do any extra items or classes or anything like that--   what u can do is under the "additional info" tab of the customer in the customer center you can define custom fields for each commission type..   then you can add these fields to your sales order or invoice form and fill them out at time ...

Is it possible to set up an Item Grid with additional columns showing custom price levels from QuickBooks ? i.e.:    Product    |    Reg Price   |    Price Level A  |   Price Level B

I would like to have a record of which of our users log into Method and when. Is this possible? Is there some sort of log table that exists or that can be created? The next question is whether this can also be done to document which customers log in to Customer web portals as well? Thanks.  

 Hello Nando, By "Auto email" if you mean; is there a way for Method to e-mail the reports automatically when the reports are generated in Method? Then that's something Method wouldn't be able to do. However, if you want to be able to attach the scheduled report once it's in Method, then with customization you can ...

I'm looking for some strategy on how to handle this . I've only given it a bit of thought, but will flesh it out more.  I'm sure others will have similar requirements, so I hope this will turn into helpful discussion.   Scenario: We pay referral fees to other companies, customers, etc. for sending us new ...

The CPA Technology Advisor, an online and print publication, is a definitive resource for more than 40,000 tax and accounting professionals.  Last week, I was asked to be a guest for a podcast hosted by Darren Root (President @ Root & Associates LLC) and Doug Sleeter (President @ The Sleeter Group).  These two individuals know a ...

can they be setup to be auto emailed out 

 nevermind i figured it out by adding a linked field from the customer table