Method Community

Esssentially when I send a quote, I'd like to be able to select the contact I am sending it to.  Right now I can't select a particular contact if there are multiple contacts for an account....  It would be great to have a drop down to select the contact for the account when sending an estimate. A good example of the email ...

Will we be able to create an estimate from the opporunity page?  There used to be a tab for Estimates but it's gone. Also - in Method Classic I inserted a Rich Text field for quote description that allowed me to browse my PC for an image to upolad.  I did the same thing with Method Beta but the image can only be linked....is there a ...

Hi Jonathan, The Tables of Report dropdown is populated after you select an option from the Report dropdown. The list of tables will be based off of the tables that you used to build the report. Are you not seeing any options after selecting a report? -Audisho

Hi Audisho, In my report generator, I couldn't see any option in Tables of Report. It always empty. Should I create the button in specific screen? Please advise

Hi Alex, Upon further inspection, it appears that you cannot add or modify QB custom field data through the SDK for any transactions that already exist. I’ll stress this again; this is a limitation of the QB SDK, which is developed by Intuit. Unless Intuit decides to add this feature to the SDK, it is impossible for us to add it to our ...

Is it possible to ask QuickBooks to have this capability? We choose Method:CRM becuase you claims that it is ok to synchronize between QBs and Method, and now they are not supported. I don't think that I need to care about this "limitation" since we pay you but not QuiciBooks. The other thing is, if you can not ...

Hi Alex, I understand that you spoke with our support team over the phone and they came to the conclusion that this is happening is due to a limitation with the QuickBooks SDK. The SDK does not support the ability to add or change data in QB custom fields for purchase orders after the purchase order has been created. If you would like to check ...

Hi Mark, Sorry, but I can’t provide an ETA for when field services for Method New (M:N) will be available. We first plan to go live with M:N and Method Nonprofit. Field services will come after that. Be sure to keep an eye on our blog, this forum thread and follow us on twitter for all the latest release information. -Audisho

The following updates are now live for users of Method:Classic.  The following updates are live as of April 30, 2015. Fix - Addressed timezone ID error messaging generated by Signin App (Ticket AS-656) Fix - Calling save on a transaction screen does not save grids (Ticket AS-550) Fix - BillPaymentCheck not syncing in ...

Any idea when we might see a field services app?  6 months, 12 months, 24 months