Method Community

 Hi Ryan, What time zone are you in? Take a look at the calendar preferences setting and make sure it is set up properly. If you are still experiencing a time difference let me know.

On Wednesday, August 19th @ 1:00pm EST, join Amanda Mahadeo as she introduces you to the world of CRM using Method!  This webinar will touch base on creating campaigns, opportunities and recording activities.  This is something you don’t want to miss! So how do you join and participate in the webinar?  Simply follow the ...

Hi Ryan, Thanks for the feedback, we will definitely look into the sound quality.  Keep watching, we are working on getting more videos out on our blog! 

   Hey, Report filters are built into the Generate Report action. If you add this action, the first screen you see is where you can setup the filters for your report. You can set up to 3 filters per report. We have 3 video's that really look into reports, they may be very helpful when doing this. 3 steps to becoming a report ...

Just to add to my last post, if you like an example you can take a look at the Print Preview button on the Invoice page, this would help you.

Hi Ian, If I understand your question correctly, you want to know if you can click on a button like a Print Preview and then it brings up a PDF document for you to print, the answer is yes. Provided you have created the report(PDF document) for the button to generate. If this is not what you are looking for let me know.

Hello, Can you please give us some more information, what is it that you're trying to do with the report? Are these filters being applied before the report is generated? Once we get more information, we can give you some tips as to how to do this.

Hey Phillip, We have added a feature to this screen that will now ask you if you're ok with paying more than the outstanding balance. After the payment is posted to QuickBooks, Method will display the unused credits. You should see this on the next update within a week.  

Hello, You can add an action to the dropdown field, that will be triggered by a button click (a button with 3 dots would appear next to the dropdown box), to show a pop up screen with a grid containing the existing entries. Add a button with actions so when users click on it the new entries are saved to the grid. You may also want to add a delete ...

  Based on your feedback, we have added this feature! So to link a Bill or an Item Receipt to a Purchase Order: In Method, go to Vendor Center > Bills, or Vendor Center > Item Receipt. Choose the Vendor you want to receive from. Go to the Items tab and Click "Select PO". Follow Steps 1 and 2 on the screen then save your ...