Method Community

Hi GetRXd, 1) If you've created an Email field in the Estimate table, it will only be available in screens based off of that table. You'll have to add an Email field to the Invoice table if you want one available there as well. If you were to create an estimate in QB, then sync it over to Method ...

The SalesRep table in Method has missing or incorrect data in it.  I cannot edit the table in Method and the data does not seem to be corrected through a changes-only or the scheduled full sync. Several records in the SalesRep table are missing data in the EntityType and SalesRepName fields.  In addition, the data is the ...

Hi guys, I've read the post where Method_Paul mentioned that Quickbooks invoice templates don't get synced on a changes-only sync, but do should sync on a full sync. However, I can't see our Quickbook invoice template in Method (Customers >> Invoices >> More actions >> Customize print templates). I've done as ...

My question is about the sync engine (not outlook plugin).  I have the Method sync engine installed on Right Networks (for my Right Networks user).  Method currently is used for only one client.  There is a second client on Right Networks that I need to use the Method sync engine with.  How do I set that up?  Is it as ...

This is becoming to be a problem, we are having to do a full sync weekly to make customers reappear in method, could this be caused by multi user quickbooks users and all users having sync engine running?

For some reason, the Sync Engine does full syncs all the time, one after the other. Can anybody help with this? Its a nightmare. We have 30,000 items in QB and a full sync takes an hour. Nick

Hi Tiffany, To answer your first question, the Outlok plugin does pull the activity type "work order" (if you go to Outlook Add-in Settings, and go to the Appointments tab, you will see all the activity types in the "Synchronizethe following activity types:" drop down). To answer your second question, it is possible to sync ...

Hi, We are currently evaluating Method:CRM as a simple way to create a customer portal so customers can see their orders. I tested some basic functions without connecting it to Quickbooks, including the portal. Registering for it etc. all worked smoothly. So I deleted my test customer to have a clean table and connected Method:CRM to ...

Hi Maureen, I’m sorry to hear that you were running into this issue, but am glad to hear that it seems to be working now. We will look into this and try and determine why this happened. Keep an eye on it and post back here if the option becomes unchecked on its own again. We can create a case with you to investigate further if ...

Richard, It’s hard to tell from this end what has changed. It won’t hurt to try the uninstall / reinstall option and see if that helps. Please keep us posted.