Method Community

I really appreciate you getting back to me so soon, but I am having a hard time following your directions. Is there any way we can set up a time and you can go over this mith me on the phone or Go To Meeting?

Hi Mahlon, When you delete an entity in Method that has been posted to QB, the entity record is archived and marked for deletion. Once the sync completes and the entity is removed from QB, it is then completely removed from Method along with any related contact records. When a lead is deleted, since it does not sync with QB, it should be removed ...

Sure does!  Thanks!

Hi Audisho, Thanks for details, as long as data and table can be migrated, that will be no problem to me! - Alex

Hi megachris, You’re on the right track, you’re just looking at the wrong screen. If you would like to remove a tab, you need to remove it from the tab group. To do this, navigate to Customize > Tab Groups and select Edit… next to the tab group that you want to remove the tab from. The default tab group is CRM and this is ...

I tried searching the forum for an answer to this question, but there were too many unhelpful results to keep looking... so I'm asking here. My company does not use (for example) the "Campaigns" tab.  I tried to Delete Tab but was told that I needed to delete Tab Links first.  I clicked Edit Tab Links and tried to delete a ...

I made a copy of the View Contact screen so I could add some fields. The link to go to an existing estimate or sales order doesn’t display the record. It brings up the screen to enter a new estimate or sales order.

Hi pgarofano, You can find the BillEmail field in the Estimate table and it does sync with QBO. This means that once the estimate has posted to QBO, the BillEmail field is populated with the data generated by QBO. All you need to do is add this field to the estimates screen to display it. If you would like to have this field populate ...

During testing a new setup, I usually end up needing to delete some contacts. When deleting a contact you must delete the entity first. For some contacts, it deletes the entity, but will not let you delete the primary contact. So you end up with orphaned contacts. What is the best way to filter the contact list to exclude orphaned ...

Hi tmeyer, I attempted to replicate this behaviour on an iPhone 6 that is running the latest iOS version (8.3) on both Chrome and Safari, but was unable to do so. Would you mind providing me with the following? 1) Which iPhone are you using? 2) What version of iOS are you running? 3) What browser(s) are you experiencing this behaviour in & ...