Method Community

 Hi Robert, When you click on Edit for an object or field and you get to the Step where you can enter Actions, just click on the "Add Action" button. You will then be taken to a screen where you can choose an action, as you select different actions you will see a short description of what that action does. We are working on a ...

Do you have a PDF or other document with all of the action choices in Method and what each one does?   I have searched the User Guide and did not find any section on customization.  Do you have a seperate customization guide?  

Hi,   Having trouble finding the method for importing a list of leads into Method.  I would like the list to populate in the Opportunity Pipeline.   Please Advise.   Thanks,

 Hi Selwyn, Welcome and thanks for using our forum. When changing the tab name what steps you took? Did you press the enter key during the process? I tried changing the tab name and I didn't encounter this error.  I went to Customize > Tabs, double clicked the name of the Tab and changed the name then hit the Tab button. It ...

Hi and thanks for taking the time to let me know, I'll give it a shot! Regards Ryan

Hey Ryan, I understand what you're trying to do. When you select "[TotalAmount]" on the report, it shows you the properties for that field/object on the right hand side. Go over that list and you will locate how to change the formatting. By default It does not have the £ sign. You need to add it as a custom format. Look for ...

Hi! I had a look at the report designer and it has for example "[TotalAmount]" but there is no way for me to change the $ sign to a £ sign, should this be automated depending on what setting it on quickbooks? I'm not sure if what i meant has got across, as I am in UK and quickbooks is set in £, I would like the Invoice ...

We use an online back up service for QB. It will not back up if the method integration engine is running. If we shut down the engine then we have to log into and wait while method scans the QB files for changes. This can take some time. Is there a way around this?

We are a field service company. Our techs will have mobile computers to access method rather than through a cellular device. I feel it will be quicker for them to use and they will use the lap top for accessing manufacaturers sites for tech info. I would like to be able to dispatch a job from Method that the address would go to a ...

We are a field service company. Our techs will have mobile computers to access method rather than through a cellular device. I feel it will be quicker for them to use and they will use the lap top for accessing manufacaturers sites for tech info. I would like to be able to dispatch a job from Method that the address would go to a navigation ...