Method Community

Hello, You would have to relink the documents.  Method saves the link to the file in Smart Vaultt.  You would have to copy out your files in Smart Vault and re-connect the documents and upload them directly to Method. I hope this helps! - Greg

Hello,          You can copy the screen and bring up the screen designer for the page.  (Either through right-clicking the page and selecting customizing and going through the steps or going to Customize -> Screens and using the copy function).  Find the Invoices grid on the left hand side of the ...

Hello John,     You can give the support line a call if this happens again. When you tried to access the estimate reports, did it give you an error or just time out? It should not deny you permissions because you added a field to the report.  Also, make sure you save the modified report under a new name so you don't loose ...

Hello,      I checked and this definitely is possible.  I would need more time to figure out how to do it.  Can you clarify some of your steps.  How are you uploading a web address?  Are you uploading under Document… button -> Upload a new document?   - Greg

Hello John,    On the report designer, you can insert a Page Break.  They are located in the Standard Controls menu located on the left of the report designer page. It's near the bottom of the list.  Click and drag it over to your screen.  The one thing you will have to make sure is that you have the page break in the ...

Hello Mike,     I do understand what you have done to create this save.  I would have to take a look at your screens and work to understand why this is happening.  Again, there is no automatic function that saves to two fields based on having the same label.      Can you try a full sync and then ...

Hello Mike,       There is no way of changing labels for a field that it will save both in the Method field and the custom QuickBooks field.  I confirmed this with the consultants. There is no way of automatically sending information from a Method CRM field (ie. a field that is not in QuickBooks) to a custom ...

Hello,     Sorry for the delay in the response.       If the main computer has the method integration engine off, then nothing will sync over.  When you re-connect the sync engine, the information will be passed over.  You can still work with Method and QuickBooks during the time the engine is off. - ...

Hello,       Check out the blog post on sharing customers and activities.  Make sure your user has beeen assigned a Sales Rep.  That way, you can designate records to users through the Sales Rep.  Then set the permissions for the user in Step 6 of the users edit screen. I hope this helps! - Greg

Hello,     I don't know of a way to make a User, which is basically a login credential, to become an employee.  It does work the other way.      You can create employees though the QuickBooks tab group.  You will find a list of employees on Employees -> Employee List.  From here you can add ...