Method Community

Hi Vectra3, Are you still having a problem with creating a work order? Were you in the correct screen? If this is a problem then I can have one of our support reps to reach out. -- Loi

Hey Mahlon, Can you have the user disconnect their Google account from Method and then try signing into Method again from the signin page? Maybe a reauthentication will resolve the issue. -- Loi

Hey Jorge, Are you looking to completely remove all traces of invoices from your Method account? If I recall correctly, you use QuickBooks Online which will not let you disable Invoices from syncing but you can customize Method to hide the invoices. You will have to edit the CRMQBO_EditCustomer and CRMQBO_EditLead by removing the invoice ...

Hi Bigshotpromos, In your work order list forum post, I told you about how Work orders is a activity type. You just need to add another type called tasks and also be sure to have them set to "Show on calendar". Then what you can do is customize the calendar in step 7 to show both activity types (the steps are very similar to the ...

Hey Vectra3, If you set the transaction history it will only show the past transactions that took place in the last 365 days. if you need older transactions then you will have to increase it to 730 You need to have administrative permissions on the computer that you install the Method Integrated Engine on and also be QB admin when you first sync ...

Hey Rob, I'm not sure what dialog box you are referring to. Was it from the browser instead of Method? Can you try a different browser to see if you are able to move/delete the section? I am not able duplicate your issue and am able to move/delete grids/sections. -- Loi

The following updates are now live for users of Method:Classic.  Platform Updates Fixed issue with some Gmail Gadget links displaying an error page. (Ticket AS-1333) Button states now reset after actions are finished running when using Internet Explorer. (Ticket AS-702) Fixed issue where ...

OK, makes sense. It's another way to work. My clients always keep the next step on the followup activity. We customized to let them update comments when scheduling a followup. That way from the activity list they can see exactly what needs to be done to keep things moving forward. So basically it's just a text box that is not ...

I had a client complain that since the new release, the grid location is no longer retained when coming back to a screen. Before they said the row on the grid would be highlighted and when returning you could easily identify the row you had been on. Now it takes you to the top of the screen which can be really unhandy, especially if showing ...

Hey Mahlon, The next step field is standard field in most CRMs to provide a quick way for a sales manager to see the next step to close this deal. Very much a sales focused feature to keep the sales team constantly asking the next thing they need to do to close this opportunity. Activities is more for externally communicating with customers and ...