Method Community

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 ...

Then, at least say something that we developer should not use custom fields from QBs because you can not synchrnize them. But not to waste plenty of time to trace and got a "not-support' answer. You guys are supposed the one to use that so-called SDK, not me. And, since you emphasize a platform to syncrhnize Method and QBs, we developers ...

Hi industrialrobotix, By default, Method will send transaction emails to all of the customer’s contacts that have the “Opt-out of Billing?” box unchecked (set to ‘No’ in Method New). All of this is processed by the screen when you select the send email button. Creating a workflow that allows you to select the ...

Hi industrialrobotix, I’ll have to check with our product team to see if we’re planning on adding estimates to the app ribbon in the opportunities app. I’ll post back and let you know. If we do not have plans to do so, I will be happy to write up a feature request ticket for this. As for inserting images into text fields, we ...

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 ...