Method Community

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 ...

Hi Dave, I was pretty sure that this has been requested before, but I can’t find the ticket for it. This sounds like a great idea, but would certainly be a large undertaking for our development team who are extremely busy at the moment trying to get Method New (M:N) ready for launch. I’ll create a feature request ticket for this. ...

I know that an alert message appears that says there are conflicts to recolve pops us as part of the Method Sync Engine messaging while it's processing, but we don't always sit and watch those messages scrolling by. Nor is it intutiive how to go and find out if there are conflicts.   It would be great if the Admin could be alerted to ...

Hi Fred, The grid on the Customer and Contacts List screen is based on the Contacts table and displays each contact for all of your customers. If you have more than one contact for a particular customer, that customer will be displayed twice in the list; once for each contact. Additionally, a job of a customer is technically an additional ...