Method Community

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.

This may be a quickbooks question, but I'll give it a shot since we're trying to do as much inside Method as we can.  I have been able to configure the gateway and corresponding sync between Authorize.net, the transaction data loads just fine.  However, I can't figure out how to get those credit card payments to auto-post to ...

I can't seem to find where Territories (Departments) are used in Method.  My objective is to assign Customers to Territories (or Departments, which is the term Method appears to use).   To test this morning I added four new "Territories" in Quickbooks.  I then manually sync'd Method with Quickbooks.  The ...

Hi Conner, If you have 2 accounts that will have the same screens and workflow, but will connect to different QuickBooks files and contain different data, you may want to consider setting up your account for multi-tenancy. This will allow you to maintain a single version of your screens across multiple accounts. You can read about this in ...

Only the account that you are copying to needs to be a pro account. The other account can be either. Audisho