Method Community

So I've been using Method for a while now, and I like it's capabilities....it's one of the few that interfaces with Quickbooks, and it seems many are running from the QB interface....hopefully Method keeps it up... Few things I'd really like to get more info on as these have had me actually looking for another CRM... 1.) ...

April 28th, 2015 Sales Receipts App *New* Added App Preference snapshot to allow users to set default email templates (Ticket AS-587) Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545) Addressed issue where Sales Tax Group Items are not displaying in Sales Tax Drop Down (AS-588) Addressed ...

Hi Jonathan, This can be done with the Generate Report action on your screen. Simply enter the filter details into the Filter Report section of the action. Yours will likely look something like this: I hope this helps. -Audisho

Hi Jonathan, The Method autofill actions when creating a new lead or a new customer can be found on the lose focus events of the fields. For example; there are actions on the lose focus event of the Company Name field on the New Customer screen that copy the data into Bill To line 1. You should be able to locate all of these autofills by ...

Hi Alex, As far as I can tell, QuickBooks doesn’t allow you to Customize Data Layout to add custom fields to these transactions. It wouldn’t make sense to add these custom QB fields to the tables in Method if they are not accessible in QB. If I’m incorrect in stating this, please let me know how I can do this and I’ll ...

Hi Method, I'm using the Report designer and looking for a function that could filter the report automatically. Here is the example, I had a table inside Customer called Job Info which consist of their job opening. I would like to take the report that show all of my customer with their Job Opening but don't need those customer without ...

Hi Method, There are some textbox with auto fill available but I couldn't disable that auto fill. Is that possible to disable the auto fill? Below are the example screenshot that box will indicate autofill. Please advise.

Hi Method, I tried to add three custome fields in QuickBooks (v14 Enterprise Desktop) then synchronize with Method. I now can see those fields listed in several item line tables  (PO, SO, Invoice, Credit Memo), however, I can not see them in BillLineItem and VendorCreditLineItem.  Do I have to setup something in QBs to make it ...

Now we're talking. Thanks Audisho! This, I can use  FW

Hi FW, One of our professional services team members gave me an additional option. If you are already filtering out the line items that you do no want to include in this total, you can add a label to the report and use the summary function for this. Your summary will looks something like this, but replace Estimate with Invoice: The label will ...