Method Community

Full Synchronization Last performed Sep-28-2015 08:50 AM on Changes-Only Synchronization  Last performed Sep-29-2015 11:08 AM on The lead was converted to a customer on 9/26, so all indications are that it should have synced. Customer Name:  BensonEnt Method support account is activated. Thank you!!

Is your account syncing isth QB file? Can you check the date and time stamp for Full Sync and Changes only Sync under Quickbooks > Synchronize. If it is not showing the current date and time, make sure your Qb file and Method engine is up and running and then run a full sync. If it si showing current date and ...

We converted a lead to a customer in Method using the "convert to Cusomter" button on the Leads screen.  The customer now shows on the Customers and Contacts List in Method, but cannot be found in Quickbooks.  I've checked the Quickbooks/Resolve Conflicts screen (looking for the RecordID), as well as the Quickbooks ...

The following updates are now live for users of Method:Classic.  Update: Please note this release was rolled back.  We are planning on re-releasing the below fixes in future updates. Fixed issue preventing users from starting the mobile field services timer (Ticket AS-1188) Fixed issue which caused screen ...

The following updates are now live for users of Method.  Fixed issue with reminder preferences to ensure reminders can be enabled / disabled at the company level (Ticket 1910) Fixed issue whereby email reminders were not sent if personal email server preferences are set (Ticket PL-1908) Fixed issue with notification preferences whereby ...

Hi thesolarguys, I did originally raise this ticket, but it must have been taken down due to some higher priority issues at the time. I’ll re-raise the ticket and see if I can get you an update shortly. Sorry about the wait and thanks for your patience. Edit: Actually, this may work now. Try copying one of the screens again and let me know ...

Any updates? I really want to copy several pages to my new account so I don't have to waste days recreating them on a new account.

Is there any way to hide some of the activity status options from particular users (roles)?  I would be happy with a work around if there is not a direct root to achieving this. Thanks Maureen

Hi Greg, As far as I know, this issue is isolated to your account. Unfortunately, we don’t have a tool in place at this time for resetting Method New accounts. We’ll need to put your ticket through the standard channels and have this error resolved by our development team. I don’t have an ETA for this, but I’ll keep you ...

Hi Mortaza, No appology needed, Just me not realising you meant the earlier code! I took the SQL from your last post and put it into the advanced section for the TxnDate field. As soon as the screen opens I get the following message: Once again I suspect it is me!