Method Community

Jon,  I understand your problem now and was able to replicate it on my account. Unfortunately I don't believe there is a way to add contacts straight to the main contact field from the Outlook plugin. A workaround could be to update your leads in Method by re-uploading the file with the field name Contacts included this time. ...

First let me expand on previous post: If you don't setup your own Default Email Preferences in Method, you do have a limited amount of emails that can be sent which I believe is 500. But if you setup your own email account to send the messages through, i.e. Gmail, then there is no limit imposed by Method. From what I understand you will be ...

@smohyee Thank you for the clarification. To place restrictions to a user's account can be found in Customize > Users. To accomplish  the setting that you are describing then please take a look at Step 7, 8 and 9 (of 10)  If you are going to limit which tables a user can access then they will not have the ability open and ...

Hi Navitha, You can use the import / export tool to export the data out to something like an excel. It is not a true data archive b/c all it does is export. If you want to remove the data from Method you will have to manually remove/delete it or do this via actions. If you are thinking of removing the data, I would be very careful as some tables ...

:)  You are welcome. BTW - there's an extra trick for you.  If you scroll to the BOTTOM of the list of events in the Copy From list, you'll see that very last option will allow you to select to import actions from any other button in any other screen.  We don't use it much because there is a lot of clean up you have to ...

Dave, QB doesn't support export of ALL custom fields through the SDK or ODBC connection, so you might not be able to use all of your custom fields in Method.  For example, the new custom fields added in QB V10 are not supported by QB and therefore unavailable to Method. I believe there is some support for the original 5 custom fields in ...

Shelly & Mary - I'm seeing the same thing. I'm putting a ticket in. It would appear that something isn't working the way it should. We'll post back when when we learn more about the cause. Paul

Tom- It should work for 1000 records. To import using clipboard for option 1 of import/exporting select Import into a table from the clipboard. -Michael  

Hi.  Best not to use that table. It is legacy from a warehouse app we discontinued. It will be retired over the long term, or be repurposed to work with QuickBooks Enhanced Inventory (no immediate plans for that).  Thanks! Chris

Hey Scott, Manually moving each transaction, activity, opportunity, case and document is going to be time consuming as you have to go into each record and change the assigned customer to the your desired customer. I have attached some screenshots for you to follow along. Moving contacts will be difficult as you will have to use the export ...