Method Community

Hello,  I need Method CRM to communicate with MailUp, which is an online email marketing platform. I need to be able to have my leads and customers along be emailed from CRM to Mailup and then get MailUp to be in sync for unsuscribed emails. I have the "sender name" of the email be the name of my sales associates that own the leads ...

I have a screen with a number of grids - each grid contains a link which when clicked, triggers an action set. Everything was working last night but now when I click the links, nothing happens. I brought up the JS console and it appears that a function tied to the action of clicking a link within my grids causes a JS error - ...

It turns out I have another client that needs this. When he clicked Save and Email he would like the document (invoice, estimate, sales order etc) to automatically store in the file and appear in the customer documents record.  The basic plan I need to accomplish is: 1. Generage a report without previewing it and saving it as an Action ...

I am trying to create a chart that filters by the stage of the opportunity.  I have successfully done this, but I am unable to find a way to add an "All Stages" option to the drop down that would essentially disregard the filter and show all opportunities regardless of stage. Any help is appreciated, Mike

Hi There, Forgive me if im misunderstanding the question, but if you are looking for a list of activities associated with a particular customer, this is already a part of Method! You can view these activities by navigating to your Customers and Contacts List (Under the Customers tab) and selecting Go to... ...

Wow, thanks Ben! Will look into these toolsets, and in the meantime, we'll make sure that accounting keeps the open windows to a minimum.

Hi FW, As you suspected, the reason why the sync will stop when particular QuickBooks windows are open is because the QuickBooks SDK prevents any requests from being made while these windows are open. As a general overview, having a specific Entity/Transaction open will prevent modification from being made, as well as any Preferences/ settings ...

Any more status on this? Still seems to be happening. Also old screens are being replaced by newer screens. I have an example that I can show you. Not sure why this is happening, but is causing problems.

Trying to get a handle on this... I know for sure that an open bank rec will choke the engine, but seems as though other open windows will do this as well, such as the windows for processing bill payments. My assumption is that the sync engine is choking because QB is locking those transactions. Can you please provide us with a complete list of QB ...

Hi There, The reason this conflict typically occurs is because the Line Items on transactions created from other transactions (ie Sales Order > Invoice) are not in the same order. For example, I create a Sales Order with line items (A), (B), and (C) in that order. I then create an Invoice directly from this Sales Order, but once it syncs ...