Method Community

 Hey Michele, In Method, when you set a client up as a lead status, this user is kept out of QuickBooks. This is so that your company file does not fill up with lead customers and also for you to be able to track all contact prior to them actually becoming a customer. If you create the estimate in Method, you will be able to see lead status ...

Paul, After our scheduled call and the notes from your email we are able to duplicate this in your account. I can definitely understand the urgency considering this Method app can save you hours of time.  We’ll contact you and respond to this post as soon as we have an update. Val

Do you have any recommendations on the existing conflicts? I need to know what will happen to the existing QB estimates if I hit delete in Method. I don't want those to be deleted but I need to clear the conflicts in Method. Can you give me some guidance on that? Thank you for your help!!

I have set up several leads in Method.  Currently I am creating estimates directly in QB.  Since the 'lead' was not in QB when I created an estimate I also created a 'duplicate' customer.  The only thing I can think of to work around this is to go to Method and update the 'Lead only' or 'active ...

Is there a way we can get this done today? It would save me HOURS of work tomorrow fixing all of these mapping problems. Also, I am not looking to upgrade to Full Blown right now. Thanks.

Paul, We’ve been looking into this issue and believe we've made some progress. This is one of the situations where it is best to contact you directly and view the information as it is being pulled in from Xora. As your business systems consultant I will make arrangements to contact you. Creating a new Method account is un-necessary. ...

Thanks Ryan.  I understand the issues and can work with them.   Look forward to your info on the pictures. MIchele

 Hi Phillip, You can try testing this out now and it should work smoothly.  Let me know if items still appear in the Resolve Conflict area. 

  Hey Michelle, The list builder is going through your whole company file looking for items that match your criteria. This can take longer if you have a large company file. We don’t have a way yet that will allow us to stop the actions in the middle of running. If you want to do a search and omit Customer:Job you will see on the ...

 Val, has any progress been made on adding a "TRIM" function to my account? I am going to be doing payroll tomorrow and really really really really need my XORA data to map. I was thinking that if you wanted to deactivate my account and let me just start over with a fresh method account, maybe that would be better and faster than ...