Method Community

Hey Shayne, Sorry it took so long to respond to you. What browser are you using? I would recommend using Firefox. Which steps does this issue occur on? And if you can, please send me a screenshot showing the issue. - Ashur

Hi John, Yes a Gmail address will definitely work with Method! Are you creating a standard @gmail address or are you switching over to Google Apps for business? If you're switching over to Google Apps then check out our MethodCRM app for Gmail which is free to use for current MethodCRM customers. It's basically a small-scale ...

Just to add to my previous post, there is also an option for customers to convert their accounts to a multi-tenancy account. This will allow you to have one account with more than one tenant setup, with each having their own QuickBooks company file even though they're all under the same Method company account. Some benefits to this option ...

Hey Dottie, Yes custom screens can be imported from another Method account and the tables that are associated with those custom screens get automatically imported as well, however, the data held within those tables does not get copied over unless you edit the table and enable Copying between other Method accounts. Click on Customize > ...

[quote user="bobbyc"]We are a small manufacturing company that currently runs the 2012 Enterprise version of QuickBooks. We would like to gather some feedback on some of obstacles and issues when integrating to Method CRM. What should we know, and do you have any suggestions to make the experience run a bit better?[/quote] Hi ...

[quote user="dottie"]I would like a column with the field Documents in the job list that has all the links of the documents uploaded next to each job on the list.[/quote] You can add a new column to your Job List screen which can have an action, for example, that takes you to another screen which lists documents, such as the Document ...

Hi Dottie, Are you referring to Job Types table or the Customer List screen? Just trying to understand what you're defining as jobs and how you're viewing them. - Ashur

Hi Lindsay, Make sure you've performed a Full Synchronization and that the time is up to date. You can check when the last time a full sync was performed by clicking on the QuickBooks tab, then by clicking on the Synchronize tab link. If the time is up to date then check for conflicts by clicking on the Resolve Conflicts tab link. If ...

Hi John, Edit: We don't recommend that users import screens from QuickBooks Desktop(QBD) to QuickBooks Online(QBO). When you import the screens from QBD to QBO, or vice versa, the fields are also copied from that account into the new Method account. That means a QBO user is going to get QBD fields added which causes a mess and ...

Hi viret56, This is quite a sought after function which has been brought up by MethodCRM users in the past. There is currently no way to implement that type of logic, however the October version of MethodCRM will have a "Clear all checkboxes" option on the Refresh Grid action. The new version should be available very soon, check out ...