Method Community

Hi Jim, To Answer your question "What goes in the 'Name' field when importing new leads, Company Name or Lead (Person) Name?"  The name field can contain either of these values. The current way you are Importing works perfectly fine. The Name field is actually not the uniquely identifying field in either the Customers ...

Hi There, Yes, The only way to create reports is through the Report Designer which, as you metnioned, is a Windows-Only program. You could try installing the software onto the PC where your QuickBooks file is located and creating reports there. The Report designer can be installled on Any windows PC as you will need to log in to your account ...

Is the only way to create a donor report in Method to download and install the Report Designer? Our office is working off of a Mac OS, which seems to be incompatible with the software. Our intention is to create a revenue report for our company for bookkeeping purposes by this upcoming Monday.

Hi Jonathan, Im going to Open a support case for you. One of our Reps should be reaching out as soon as possible. Thanks Jonathan. Regards, Ben

What goes in the 'Name' field when importing new leads, Company Name or Lead (Person) Name? I'm importing from excel. The data includes a company name and a contact name and title but not in all cases. I insert the contact name (concatenate FirstName and LastName) if it exists and the company name if it does not. But I'm not sure ...

Hi Again, Looks like youve already spoken to one of our support reps and have had this resolved. Great News! Regards, Ben

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Hi There Would you be able to have this user try a few things for me? First, if you could get this user to Clear their browser Cache and Cookies, or try another browser completely?  I have seen in the past particular extensions/toolbars/adware programs can prevent the page from being displayed correctly in Classic. If you find this doesnt ...

Hi There, Firstly I wanted to offer my apologies for the inconvenience youve been experiencing due to this Issue. I understand this has been an issue for some time for you. As for the status of the fix, Its proving a difficult beast to tackle. A number of fixes have been applied and tested and verified working, but it seems there is always ...

Awesome, thanks!