Method Community

Hi Kupsol, There are a couple of places where you can set your currency symbol. 1. At the screen level: On the currency field (Step 4 of 5 > Currency Symbol) 2. At the account level: Customize > Display > Other > Default Currency Symbol The stock Method screens make use of the account level setting and do not set a currency symbol ...

Hi, sorry for my late reply but so far it looks like the issue has been fixed. Thank you!  

The following updates are now live for users of Method.  Users can now Sort, Favourite and change of the colour of app tiles. (PL-3416) We have updated the apps within packs. Cheers, Michael

Hi, I created several fields in the customer table of the type "Currency", and really regret it now. I am deep into customizing everything, but the currency fields never display in the browser consistently. Sometimes next to the field "USD" is displayed, sometimes, "$", sometimes nothing. If I add a $ in the field ...

  At Method, we give small businesses a customized solution fit just for their work. But we understand that a ‘made-for-me’ solution goes beyond customizing your Method account. So, we have split up our core Contact Management pack into smaller, more role-relevant packs.      What is it? Method is simplifying ...

Hi Rick, Customer name will vary depending on how you do this in QuickBooks. Generally, I find the following is true for most users. - If the customer is an organization, then customer name is the same as company name - If the customer is an individual, then customer name is the same as contact name (i.e. their first and last name) Below you ...

If “getting organized” was your new year’s resolution, we’re right there with you. Keeping your business organized ensures everyone is efficient and focused on the right work. With that in mind, on January 12th we’re releasing new dashboard features to give each Method user a home-base personalized to their role, ...

Hi When adding a new customer the following fields exists: Customer Name, Company Name and Contact Can someone explain the context of using each field?  Thanks Rick

Bump! Any Method people know what I'm doing wrong, or does adding to the TagList field not work for some reason.

Hi Sixtel, I suggest having a look at the Customer documentation in our Help Center. You can start with Solution No. 335 and work your way from there. There’s also video tutorials included at the bottom. I hope this helps. --Audisho