Method Community

Hi Mike, I believe your accountant would create an accountant’s copy for this purpose. This will lock all transactions prior to the closing date set when the accountant’s copy is created. You can continue to use both Method and QuickBooks (QB) during this time, but if you attempt to modify any of these transactions in Method, a ...

Currently we have Method integrated with a single user version of Quickbooks Premiere.  Our accountant needs to enter previous year's data - she would like to back up the company on the machine that is integrated with Method, load that company on her machine, update the data, then restore it to the Method integrated machine.  Does ...

Hi Mahlon, I’ll leave that decision up to our development team. They’ll have to determine the ways in which this can be accomplished and weigh the pros and cons of each. -Audisho

I could see reasonable arguments for both approaches. Is there a way this could be made optional in setup?

Hi Mahlon, All available tags are stored in the Tags table regardless of what table the tag is used on. The name of the tag is a unique field. If you have a tag that you use on one table, unfortunately you are unable to add the same tag to another table. We have had a reasonable amount of feedback requesting the ability to add the same tag to ...

Hi Don, You would need some way of filtering for these contacts in the list builder. I suggest that you create and use a tag for this. If you want to automate the tagging process, you will need to create a button with an action set that will loop through your contacts table, check if the last invoice date is greater than 1 year and then add this ...

I tired adding a tag called Garage to the Opportunity Tags. I got this error message. I already have a tag for Contacts called Garage but this does not display as an available tag.

I'm trying to build a list of clients who hasn't used our services in over a year.  What is the best way to build a list to exclude those who has used our services in the last year?

Hi Jonathan, You can create and customize additional portals from the Portals screen located under the Customize tab so this is certainly possible. You’ll want to read up on our portal pricing before setting this up. Depending on how often your sales reps will be using Method, it might make more sense to simply add them as Method users ...

Dear Method, Does Method support personalized portal for our sales user? Usually our sales login via signin.method.me, I would like to make more personalized portal like the one we could use for Customer, Vendor, and Contact. Is this available too for our internal sales rep? Thank you.