Method Community

@eskinpa - John's suggestions sound great. If you're looking for a quick and dirty way to add activities AND get a quick view of previous notes you might have had with a contact, use the activities tab. Picture this scenario. Customer calls you on the phone so you want to log the call. You don't know if they are a lead ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Improved (#3835) - the “Assigned To” dropdown fields now show the users full name and email address. (QBD & QBO) Improved - all “Activity Type” dropdown lists now ...

[quote user="swm023"]I've found some posts about report designer only working on pc.  I have a mac[/quote] Hi swm023, Some of those webinars will only play on a PC due to the required codec from GoTo Meeting. ~C

Hi Owen, [quote user="barstone"]Where can I find a paper or video about the best process flow for Method?[/quote] There are no papers or videos that outline the entire process flow with Method right now.  There is documentation in the works but until released I can explain our stock process a little more.  Method allows you ...

[quote user="LaCrews"]It would be great if a document from Method's document center could be attached when sending an email from the activity screen.[/quote] Mark, After running some tests on this it's not possible to attach a document to an email from the activity screen.  From my testing the only way you're able to ...

Hi jwarren, [quote user="jwarren"]I see that Method uses Method CRM for its own internal use.[/quote] We definitely do! [quote user="jwarren"]I am trying to vaiod reinventin gthe wheel and looking for some valuable feedback from Method?[/quote] Our portal screens are customized but you can definitely achieve similar ...

Hi GH1701, [quote user="GH1701"]We are an old school manufacturer using Quickbooks looking to use Method CRM for sales and need assistance on best practices on how to start, use and where we should be heading.[/quote] If you don't get a response from other manufacuter's here then you may want to speak with a solution provider ...

[quote user="GH1701"]Is your connectivity still slow?[/quote] While this thread is a little old, as Paul mentioned above - every update has optimizations in it.  From the last post on this thread until now there have been a number of updates so the speed should be quite improved.  Don't forget to check out our release ...

Hi JohnM, [quote user="John M"]Will a full sync only sync when method knows there was changes? [/quote]If a full sync is already running then Method won't trigger another (even if you press the button).  A full sync can be run even if there are no changes it just runs a little quicker since there's nothing to ...

[quote user="Innovative"]also our calender speed is VERY SLOW especially after 4pmest every day[/quote] Calendar speed is determined by the number of objects on the calendar, if you've got lots of objects on a calendar then it may be slow depending.  Do you have more objects on screen after 4pm?  This could be the reason ...