Method Community

That's awesome you are getting into Method now and starting to design your own screens! In terms of previewing, from the 'Screens' tab link, under 'Customize', you can click the 'View' link per screen.  The 'View' link allows you to preview that particular screen.  Now if you are actually editing the ...

Keith, Thanks for the great suggestion! I can totally see where you are coming from, especially from a security stand point.  Right now, it’s not something that is available in Method, so you want to make sure you log out when you are away from the computer.  

We have multiple QB companies with seprate company files. I have one QB file currently synched and would like to load a seperate QB file. What would be a best practice for using Method to access those companies separately.

Hey Jacob, You need to click the "Recalculate" button.  Try creating an opportunity and assigning it to that campaign.  Create a second opportunity, assign it to that campaign, and choose a status of "Closed Won".  When you click Recalculate in the Campaign screen you should see Total Opportunities: 2, Total ...

Stuart, I hear you.  I'll start off by giving a little background into the mechanics that go on behind the scenes: 1. When there is even the slighted bit of corruption in any of the lists or transations in QuickBooks, it tends to not be forgiving to apps that add on to it.  Since Method integrates with every list and ...

I went to shut down my QuickBooks - said I could not close QB because 3rd party application was still logged in - method integration - so I clicked on "Shut down' on the Method icon and it went away.  I ran a backup - sais I needed to run a rebuild - and strated that - but it wanted to close QB andrestart - and again received the ...

After using Method for 20 minutes or so I ruitinely need to shut IE down and re-open it. IE memory usage skyrockets and the system becomes unsable. Once I shut IE and reopen it Method works fine. This only happens with Method.  Jacob

Would you please explain how to use the planning and analysis reports? I have played with them for a couple of days and can't seem to get anything to update.  Thank you -   Jacob

Hey Pat - sorry for the delay in getting back to you.  We looked into it, and you are correct, the inventory adjustments did not update the Quanity On Hand in method.  Similarily, making an inventory adjustment in QuickBooks directly would not update the Quantity On Hand in Method.  Furthermore, sales orders, invoices, bills, etc, ...

Kevin - one thing I'll add to this is that you should read the "what is... / help on this screen" on each of the pages (Cases, Activities, Solutions, Campaigns and Opportunities) as they'll help explain what each of the areas is for.