Method Community

Hey Stephanie, This one will be a lot easier to work with over a screen share with a member from Support. I have opened a Support case (#15836) and a member will reach out ASAP. -- Mortaza

Hey Mahlon, I was able to replicate this issue on my M:N/QBO test account. I have created a ticket for our development team to take a look. I'll update our thread as soon as I hear back from them. -- Mortaza

Hey Pamela, The only time that option is disabled is when, the field does not support editing. Or the fields you have chosen on Grid do not support editing. From my testing VehicleMileage is a Table that does not support Editing. When trying to update/import into the VehicleMileage Table I received: 'Error:Failure. The Table does not support ...

I created a recurring event in Method on Friday.  The event was sent to run every Wednesday in October.  I synchronized.  The event then showed in Outlook but with no end date.  When I looked in Method, the event was gone. I tried syncing again by adding only the recurring event.  In Method there is now one event ...

Hi Greg, We spoke over the phone a few minutes ago. As per our call, you were receiving this error after being redirected to an unmodified copy of the New / Edit Estimates screen. I was unable to replicate this issue on my test account, but created a clean, unmodified copy on your account and redirected to it. Sure enough, on the clean copy the ...

Hey Greg, Take at our help center article on Screen Management and look for 'Redirect.' In your case it seems like you need to go into Manage Apps > Edit Apps (Estimate or Invoice) and redirect the New/Edit screen to your customized version. Another way of doing all this and the redirects at one go: head ...

Hey, Welcome to the forums! And yes that can defintely be done in Method:CRM. Using the Report Designer you can customize as many templates as you would like for any table. That includes unique logos for each template if needed. Take a look at our help center article and the videos and follow up if you have further ...

One major issue with Quickbooks Online is the inability for it to generate invoices that are from one of many tradenames registered to a given corporate entity. I was looking at Method:CRM as a way to get around this limitation but so far it seems to also have the limitation even though it displays a different invoice and logo. It is entirely ...

Thanks!

Have you gone throughthe help documentation? There is lots of helpful info and videos.