Method Community

Hi DAllen100, Welcome to the Method forums! Apologies for the delay in responding to your post. To answer your first query, yes you are correct in your thinking. Provided your customization is correct, Method will apply the custom price level to those 8 or 10 dealers and standard pricing will apply to all others that do not have custom price ...

Hello, Transactions (estimates, invoices, sales orders) deal with Customers. 'Customer' is a unique identifier between Method and Quickbooks. Only the primary and alternate contacts in Quickbooks are sent to Method. Any other Contacts created in Method can be used for CRM purposes only and will not sync to Quickbooks. You ...

Hello, Sorry for the delay in geting back to you. I will have to investigate further to provide you with a definitive solution. Noel

Hello Marcelo, I believe my colleague Inder has provided a solution for you on a seperate post, located here. Noel

Hi Marcelo, What screen are you trying to launch this report from? Is it a custom report? Noel

Hi Andrew, I have replicated your actions without seeing any syncing/updating issues. You can check the Google Calendar sync status by clicking on your username >  My Profile > Google Calendar. Ensure the 'Enable Syncing with Google Calendar' box is checked and refer to the 'Last sync' timestamp. Click ...

Hi Wentsi, Try following my instructions below and let me know how it goes. I have tested the same on the stock Customer List screen with success. Click Edit to enter the Grid Wizard for Contacts and go to Step 3:Filters. Ensure 'Choose or create a View Name' is set to your default view - this is Shared Active Customer ...

Hello DavidD, I tested this scenario on the stock invoice screen and I can not see any issue with the Due Date. Here are the steps I took to test your query and the results produced; 1 - Created an invoice, entered Date 7/1 and Terms Net30. Result = Due Date auto updated to 7/31. 2 - Edited invoice, before saving, by changing ...

Hi Wentsi, What you are seeing is the contacts for your QB customers including contacts for their jobs listed on the one grid, which is normal. If you wish to modify what data is displayed you could create filters and different views for the grid to display. In this instance, if you filter the grid for Field:Special Type, Filter:Contains ...