Method Community

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 ...

Michael, I realize this post is dated but I am finding myself in the same position, has there been any change with respect to how Quickbooks/Method communicate about multiple jobs under a single customer? After importing my Quickbooks customers:jobs into a Method test file I have the same customer listed multiple times, each occurrence ...

Hi Mike, This can be done using the Import / Export tool or you can build a screen that will perform this. Take a look at my first reply in this thread for more details. I hope this helps. -Audisho

Hi Alex, This can be done by selecting the Edit button on the field and proceeding to step 4. Enter your desired number of decimal places into the Decimal Places field and select Finish. I hope this helps. -Audisho

I need to know how to do a batch update. we had a sales rep leave our company and i need to transfer all of her assignments to another rep. 

Hi, when I display some Money field or decimal field on screen, it sometimes, have two or more zero appended after decimal points (for example, 12.5800, 12.58000000) Is there any action or funciton that allow me to control the display format of decimal value? Thanks. -- Alex

Hi joshsAA, Labels and text objects do not allow you to format the contained value in this manner. Most of the objects with dollar amounts on our screens are money fields that are stored in the table. These fields are formatted to 2 decimal places by default. If you are using a basic math calculation action to obtain your daily sales value, the ...