Method Community

  With today's release of the new portals, I can happily announce: the days of emailing PDF invoices are over. They are dead. Stick a fork in them. Emailing invoices just creates a hassle for your customers.  When your customers receive an emailed invoice they think to themselves: How do I pay for this?  I have 2 ...

The other day, I had a wonderful conversation with Antonio Macedo from CSConsult over in Liverpool, United Kingdom.  After speaking with Antonio, I knew he’d make a great user spotlight due to his rapid implementation and impressive Method customizations over the past few months.     CSConsult began as a bookkeeping and ...

In 5 months, we’ll be headed to Atlanta, GA as Gold Sponsors for the Scaling New Heights 2010 Conference.  If you didn’t attend last year’s conference, you definitely want to get involved this year.  Why?  For starters, this conference is packed with intermediate and advanced training on QuickBooks products for ...

A user submitted the following question: I followed the Webinar instructions on setting up serial number tracking.  I have verified that the "is serial number tracking required?" box is checked against the item however, I am still not able to populate the serial number field within the bin.  I noticed that when I open ...

Anyone have a saved copy or access to a version of CRM Webinar level 1 that can be viewed? All webinars work for my broswer minus this one.     Any thoughts/responses help! Thanks.

Hello, I wanted to bring in outlook contacts into method. When I initially spoke with method, it was explained that we can import excel files, or even pst's or csv's. Please point me where I may find this information. 

This is what I did between my post and your response. My problem now is that I need to use an advanced SQL script. I've watched the webinar and I think I get how to assign the script to an action result and then use the script in the WHERE part of the Retrieve Value action. My problem now is doing the script (I'm not experienced ...

This is what I did between my post and your response. My problem now is that I need to use an advanced SQL script. I've watched the webinar and I think I get how to assign the script to an action result and then use the script in the WHERE part of the Retrieve Value action. My problem now is doing the script (I'm not experienced ...

Hi swm023, To answer your first question, regarding the error message you are receiving while creating a Work Order within the "Scheduling and Invoicing" app, this is likely something we we need to see first hand to help resolve.  Would you be able to send me a private email with the Company Account name you use to login to ...

Hi khorner,  We have a great selection of webinars for our Method Report Designer available at your disposal. I would first view the webinar titled Introduction to Designing Report: Level 1 here, Introduction to Designing Report: Level 2 here, and Tips and Tricks for Designing Report here.  If you have any additional questions after ...