Method Community

 Hey, First lets think about the payment. Either we are paying a specific invoice or just putting money on our account to pay down current balances. So if you had a $100 and you wanted to put it on your account. You would enter it as "Auto Apply Payments" and the $100 would go on the account. If you only had a balance of $75, when ...

Customer Center / Invoices / Add_Edit Invoices / Details / Item Drop Down List The item drop down list does not show all items for the client's QB item list. For them to create invoices, they need to have access to all of their items.   Thanks!! Phillip  

Thanks!!

Hi Greg, An alternative you may want to consider is adding an “IsActive” field in the CallReports table, and then filtering the dropdown by that field.  That way all the inactive reports wouldn't even show up in your dropdown :)

 Yes it is :)  You can also review the blog about the Outlook Add-in: http://methodintegration.com/cs/blogs/methodblog/archive/2009/06/01/enhance-your-crm-experience-using-outlook.aspx

Are there any plans in the works to provide email integration for MAC users via Address Book and Mail or Microsoft Entourage?

 Hello Amanda, Is this still the link to the "latest and greatest" version of the Outlook addon?

  Forgive me if I'm missing something or operating the web app incorrectly! :)   Scenario: Customer makes 100.00 pymt but only has an invoice for 75.00 and other invoices for over 100.00. Activity #1: If I select auto-apply payments and the 75.00 invoice, I can save the payment. Question #1: With activity #1, where does the ...

 Hey Jillian, To add to my earlier post. Time Tracking in Method is broken down by the minute. So 1:40 min would look like 100 min. One idea to have it display hours would be; You could add 2 date pickers as "Display Time Only" and have a start and stop field. Then you could use the "Basic Math Calculation" action to get ...

Hi Philip, Method doesn’t allow for payroll processing since payroll functions are one of the few things that Intuit does not let 3rd party access to.  However, you can enter time tracking entries and add/ edit employee information via Method.