Method Community

This is excellent news.  Thank you!

Hello.  I'd like to use the Gmail ap, and got the business side all set up.  I had inadvertently set up a personal gmail account with Method, and I am now not able to log in with the google app business credentials.... Is there a quick way to switch this over? I also sent an email to support. Thanks! 

Ok, I have been using Method for a few weeks now.  It's time I select a CRM.  I've evaluated Salesforce for Quickbooks, and it was working until Intuit decided to pull out their support for the Sync manager and Salesforce.  I am looking at Zoho, but it seems weak in the area in customizing to my needs. Thus far, I really ...

Ok I made some headway and got the save and email button working on Sales Orders screen.  Only issue I am having is that whith the portal url.  I am not sure what fields to use to bring the customer to the actual Sales Order transaction.  I copied most of the button actions from Invoice and Estimates.  The customer can log in ...

I think I got it to work by updating fields....so it saves now. However - is it possible to email Sales Orders in the same fashion I can email invoices and estimates?  There is a check box for "to be emailed" but no "Save & Email" button.  I looked at the button in the Customize Screens for the Estimates, ...

Running into an issue this evening.  Take Estimates for example.  I'd like to add the Customer first and last name, and email to my estimate.  I go to tabs/fields, add a linked field to the estimate for "Customer first name"...  When I do this, it crashes the estimate report, and I cannot access it from the report ...

Thanks.  None of those seemed to work.  I'll call support on Monday and talk to them. ETA - I am using Quickbooks Desktop 2012....  Could it be related to the release version?  I was going to wait until 2015 came out to "upgrade".

When I try to crreate and save a Sales Order in Method, I get this error: This record could not be saved. The version of your accounting software does not support new records on this list or transaction from 3rd party software. Try creating the record directly in your accounting software instead. Additional Information Action Sequence ...

Very cool.  Thank you!!!

Ok thanks.  For now I'm just using my gmail SMTP, but I will contact support. Really liking this software more every day.