Method Community

We received the following question from Robert by email. [quote]My question is about importing more than three Contacts per Customer. We've tried to import Customers to the Customer table and Contacts to the Contacts table but saw no primary/foreign key in which to join them. In the customer table we see a place to put in three contacts, but ...

New Method User Group starting for Non-MSPs in January 2013 James Baker and I are starting a new Method User Group in January. If you are a Method user and not an MSP and want to network with other Method Users and learn, please send me a message or email to join. We’ve asked MSP's not to join because they have their own user groups ...

We recieved this email from Andrew: [quote]In Quickbooks, customers' invoices are directly associated with their respective customer records. My question is, when qb syncs with method, do the invoices 'go into' method so that invoices are right there?[/quote] Andrew, Yes, the invoices go directly into Method.  Once the ...

We received the following questions from Micky via email. [quote] I have signed up for a demo and am playing with the portal function. I have integrated the doc vault function and managed to add a tab to my portal called documents and it pulls from the list of document tabs available. My questions are: 1. how do I set up customer specific ...

New Method User Group starting for Non-MSPs on Tuesday, November 13 at 7:00 am Pacific Time James Baker and I are starting a new Method User Group on Tuesday, November 13 at 7:00 am Pacific Standard Time. If you are not an MSP and want to network with other Method Users and learn, please send me an email to join. MSP's are not included ...

This question came in from John via email - [quote]In the Leads and Contact list screen, the "Last Activity" and "Next Activity" entries, for (what seems to be) recently entered leads or recent updates to existing leads, does not update.  Some are cells blank when there should be a date. Can someone take a look at my ...

this question came in via email from Nirdesh > I want to change column width in grid view. Nirdesh, The only way to change a column width is while editing a grid from the screen designer.  While editing the grid click next to step 2 and for each column in the grid you have the option to specify a pixel width (or width as a % ...

Kyle asked this question via email... [quote] When I convert a lead to a customer it is coming across as inactive in Method and Quickbooks. What do I need to do to prevent this from happening? [/quote] Kyle, I suspect you have the lead already marked as inactive.  When converting an inactive lead to a customer they stay inactive so ...

This question came in from Dan via email... [quote] I am designing an Invoice in method to match the one I had in Quickbooks. I am wondering if there is a way I can set the page margins in the report designer?  I am printing to a receipt printer and the margin is messing things up. [/quote] Hi Dan, To make this ...

This question came in via email from Mark... [quote user="Mark"]Can you tell me where I can change the drop down selections for new cases>type and new cases> reason?[/quote] You can find the options to change on the Cases > New Case screen under the add additional info checkbox.  Beside the dropdowns for Type and ...