Method Community

This is regarding the Customer / Contact list. On QuickBooks, I have a list of clients, and multiple sub-clients under each client. On Method, by default, it shows as follows:   In this photo, "Matthew" is the client on QuickBooks and the sub-clients of Matthew are "#2585-1" and "#2585-2". Each sub-client will ...

Hi cdvin, It sounds like you already found the option, but just in case anyone else is following this, the option is Transaction History and its located under QuickBooks > Synchronize. This option specifies which transactions will sync with Method based on the age of the transaction. Any completed / closed transactions with a date greater than ...

The following updates are now live for users of Method.  Fixed issue with looping through grids using action results (Ticket AS-839) Fixed issue with app ribbons on copied screens not showing related records (Ticket AS-789) Fixed issue with HTML emails not rendering properly (Ticket AS-792) Fixed timeout issue ...

Yeah! Found the transaction field in Quickbooks / Synchronize. Was on that tab several times, but just missed the right setting. Still curious why some older transactions show up? Is that transactions that have changed in the last xx days?

Hi everybody! So I have played around a lot with Method:CRM now, and really like it. What I don't understand is that not all data is synced: - I have all contacts in Method:CRM - The items database seems to have synced, too - However, I cannot see all transactions that are in Quickbooks. The current ones all seem to have synced, but not ...

Hi Kelly, You’re correct, the screen used for building the list is one of the few screens in Method that you can’t customize. Thankfully, you still have the option to add additional fields to the list builder as long as the fields exist in your Contacts table. If they exist on another table, such as the Customer table, you may be able ...

Hi Dan, I was able to locate this field by turning on Track Locations in my company settings and was given several options on what to label this field as, including Territories (Location being the default). The field does in-fact sync with Method, but doesn’t appear to have anything to do with Departments, (though I did notice this listed ...

Hi Dan, If you process your payments in Method via the Customers > Receive Payment screen, you have the option of selecting the “Auto apply payments?” option. If you use this along with the “Process with payment gateway when saving?” option, this will allow you to receive a payment, have it automatically apply to the ...

Hi Dan, I’m not familiar with this field. Can you direct me to where I can locate it in QuickBooks?  Audisho

Hi - How would you update the list builder to display more columns? It seems like the list is generated on some external site.