Method Community

Thank you for your prompt response! I have been setting up a lot of new screens so it's been coming up every login and loading for a minute. Once everything is set up, I guess I won't have to deal with the loading pages again.

Hi Jason, Method will only need to generate a screen upon sign in if 1) You left the screen designer open to the screen when you signed out of Method or closed the tab / window 2) You selected Save & Close from the screen in the screen designer, but selected Cancel when you were prompted if you would like to publish the screen The screen ...

Hi Gerald, In order to sync with a new QBO company, you must start a new Method account. Your Method account will only sync with the company that it was originally connected to. If you’ve customized screens in Method to use these custom fields, you can copy them to the new account and any fields on the screen will be added to the tables ...

As I start to create more and more custom pages, it seems like Method has to load/generate these pages every time I log in. With more pages, the log in time becomes really long. Is there any way to have these pages be part of the CRM, such as QBOCRM pages that are available by default? Or have it so that Method does not need to build these ...

I have customized Method by adding Tables/Fields for Customers and Products and have entered data into those new fields.  We had it syncronized with QB Online.  For various reasons we are starting a 'new' QB Company that will have all the same Customers and Products but they now have different Item/Customer Numbers assigned by QB ...

Hello Everyone, We had to rollback yesterdays release due to some issues we encountered. I will update the forum once the release get redeployed.

Hello Beta Crew, In this week’s release we’ve made several fixes. Summary We’ve addressed several issues including issues with tags, tables and screen design. Details and bug fixes Soft Launch and Method:Donor prep. (tickets #PL-396, #PL-403, #PL-482, #PL-556, #PL-544) Previewing screens with image ...

Hi Wayne, You can accomplish this using the List Builder. Essentially, the list builder allows you to generate a list of customers, leads or both and perform a mass action on the list. This includes generating an activity for all contacts or selected contacts in the list. Take a look at the documentation that I linked and consider watching the ...

Hi Alex, I understand your concern and I apologize that this limitation was not documented anywhere within Method or our Help Center for you to see. I know this does little to help you now, but I will make sure that we update our documentation to indicate this limitation. I do want to correct you and state that we do sync with QB custom fields. ...

After importing a large list of leads I would like to filter down to a smaller list of 40 leads and schedule an outgoing phone call activity on a certain day and assign it to a user, then schedule the next 40 an outgoing phone call on the next day again to a user and so on. Is there a feature in Method that allows me to schedule ...