Method Community

Hi Jim, I can’t provide an ETA for when M:N will be released. The short answer is that it will be released when it is ready. We are currently in beta and are working hard to get it out the door ASAP. For release info and updates, keep an eye on our blog and follow us on twitter. When a user selects submit on your web form, they will be ...

Hi Alex, The following transactions did not have the ability to add custom fields prior to QB 2014: Checks Bills Credit Card Charges Since custom fields for these transaction was not available prior to QB 2014, they would not have been available to sync with previously. I took a look at the QB SDK and it does support sync with these ...

Hi industrialrobotix, 1) What you see in the Method New beta is going to be very close to what you see after launch. We are in beta, so it will not be exactly the same, but most of the changes will be bug fixes, minor tweaks and some additional apps.  I’m not sure that I understand how you would like to send a quote. Since the quote ...

Hi, In Quickbooks, I can use context menu "Customize Columns..." in a Bill windows to add customize fields, then I can use/edit them in a Bill. the point is to sync with QuickBooks, so non-sync fields do not work to me. Please help. -- Alex

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 ...