Method Community

We are aware some users are experiencing issues accessing Method. We are investigating the issue and will update you when we can.  Thank you for your patience.

Hi Ben, Is this not available for the classic version? Do you have screenshots of what the new version will look like?

I have recently created a report & I am attempting to generate that report in Method but I am not able to gain access to it.  How do I create a link to a newly created report ?  Thnaks !!

Hi I have been importing data ahead of go live - I am down to the last table which I need to import - InvoiceLine. The Invoices are aleady imported correctly but when I import the InvoiceLine it is saying the InvoiceRecordID does not match (I am assuming this is the field to match the Line to the Invoice?).  An example is Invoice 1326 (Once ...

Hey Victoria, The update is on the 3-6 month roadmap. -- Loi

With QB desktop we could combine customers in QB and it would combine on the crm side as well. Now if we combine customers in QBO it causes issues with one of the cutsomers in CRM showing up as (deleted) and transactions and notes no longer synch to or from CRM on either account (at least I think that is what is happening, I am not sure as it ...

Hey Greg, We are currently working on the fix and should hopefully released soon. I will let you update you as soon as it gets released. -- Loi

The following updates are now live for users of Method:Classic.  Fixed Webforms issue which prevented some users from successfully submitting webform data (Ticket AS-1421) Cheers Jon

Yes, very helpful! Thanks.

Hey Baytonemus, You will find the CheckNumber field in the SalesReceipt table. The view/edit donations screen is based off of the SalesReceipt table. Hope this helps. -- Loi