Method Community

Hey LaSonya, Welcome to Method! I took a look at your account and it is currently set to only the classic version. I can have an account manager reach out to you to give you access to the New version of Method. -- Loi

Some Method customers may encounter an error saving transactions when Method (not QuickBooks) is creating the reference number.  We are aware of the issue, and our team is actively working on a fix.  We'll post an update once resolved.

Is there any fix for this?   If you change an address for a customer in Quickbooks, and you have an existing work order in Method, the address does update on that existing work order, but does NOT update onto the google calendar. So if you have a technician that looks only at their google calendar for where they are going next, they go to ...

I noticed this as well.

Before the last release that was pushed out, when you clicked a dropdown field to select a value you could begin typing immediately to locate the value you wanted. Now you need to click into the search box before you can begin typing. A pretty major issue for one of my clients.

On an iPad, when you click a field and the keyboard displays it also pushes the screen up so the field your editing is still visible. When using a Windows tablet the keyboard displays and covers up the field you want to edit. Using Google Chrome on Windows tablet

I discovered an issue when trying to edit a date field on a mobile phone where the display format of the field = Time This is a Time Clock App

I've put some extensive work into some custom apps. I'm considering incorporating my business, which would mean a new quickbooks file for the new business entity and a new method account. Is there a way to transfer a custom app or custom screens from one account to another? Thanks!

My portal is not looking at all like the videos and information shared in the forums. How do I ensure I have the latest version or upgrade. I am new to Method CRM.

Hello Again Method! We just started receiving an error on the stock screen for Purchase Order. The error we get when we try to save is: Any insight to why this is happening? Just randomly started to happen today. Thanks for all of your help,