Method Community

Hi Audisho, OK this one is sure tricky and I couldn't get it running. There are no set of action that already build to count how many leads or customer that a SalesRep already have? Thank you.

Hi Audisho, Thank you for the help, but I did a little bit different, Start Loop   Go to Leads   Stop Process End Loop Go to Customer But Both works! Thank you for the inspiration!

I am working on my first import file and would like to import the data with the sales rep in one of the import fields. I found the SalesRep field and noticed that right next to iit in the list are two likely related fields, SalesRep_RecordID and SalesRepRecordID. Method is integrated and syncing with our Quickbooks Desktop database. Can I ...

What is the plan for PCI compliance in the future for Method NEW? This is critical if you want to create systems for recurring payment.

Hi Ken, You will need to first export your data from Salesforce to a CSV file. I’m not too familiar with Salesforce, but it looks like you might be able to do this by generating a report. You will need to modify this file before importing it into Method, as the field names and data requirements will differ between Method and Salesforce. To ...

Hello,  DOes anyone know of a simple way that we could import all our cases and case activities from Salesforce into Methcrm.  Thank you  Ken 

Back in October we won Intuit's Hackathon with an app specifically designed for nonprofits in the US. We'd love for you to have a sneak peek at the app, and we want to give you the opportunity to take it for a spin—before we make it available to the public. If you're a nonprofit that: wants one central spot to ...

Hi Greg, Let me start by stating that Method’s functionality was designed and built around syncing with QuickBooks (QB). The best recommendation that I can give you is to continue syncing with your QB file, even if you are not keeping your transactions up-to-date. This will ensure that Method continues to function the way that it is ...

Guys, We're getting a LOT of these errors over the last several days when attempting to connect to the Method API. I've been told that nobody else is receiving these errors, which must mean that it's not a problem. I was instructed to post my concerns here in the form. Please advise solution ASAP. Best, FW

We are currently in the middle of a merger with a larger company and our quickbooks is going away before we get our CRM data into their CRM system.  I was wondering if we discontinue the quickbooks server if we can continue to access data currently in the Method Database and also add any new customers data into the database up and until we ...