Method Community

Stephen, Great to hear that you are up and running in Method. If you are looking for a Method API programmer to help build out your custom workflow, I'd recommend checking out the Method Partners page.  Partners with API experience can be found by searching using the "I'm looking for someone who has experience ...

Thanks Mark and Jonathan. I am up and running with both GoCanvas and Method CRM now.  I want to do the following: Method CRM - Lead information (Name, Address, City, State, Zip, Phone, Email) is sent to GoCanvas in the form of a Dispatch to salesperson. Salesperson enters info in GoCanvas forms. Submits data. Data is then sent to ...

Hi John, This feature has not been implemented yet. Subscribe to to the Releases and Updates and App Updates posts in this forum to keep up to date on any new features as they become available. :) - Justin

Hi Allison, Method is designed to sync bidirectionally with QuickBooks, trying to change this functionality would likely lead to issues. - Justin

Hi Fran, thanks for the reply.  I cannot change the default report template for invoices as we use that one for the actual invoices.  I'm trying to build a report that I can use for some internal tracking and most of the fields (all but one) I need for that are in the invoice table.  I was hoping to build a new report that I ...

Any updates on this? One observation I had is when you click the back button that has been assigned go back in history with the alternate screen as dashboard.

If a customer contact has existing estimates, when I click on one to view it, it takes me to the "new" estimate screen and does not bring up the existing estimate.  The only way I can view existing estimates for a contact or opportunity is to go to the estimates list and search....the link isn't working even though it's ...

I'm just curious is this has been resolved or if there is an ETA on the resolution...it is a major issue for us as we balance our routes through Google Calendar after using the optimize option in the route maps.  It seems to require multiple manual syncs and/or re-enabling the checkbox (which clears by itself) then Save/Close then return ...

I don't have "go to New version" as an option for this account after sign in.

Hi Kevin, You have a few options. Without getting into a bunch of detail... Easiest,  make your report the defult report template for invoices.   Then when on invoice screen, use "print Preview" button which brings up PDF of your report.  With PDF you can then print...  OR... make a copy of the invoice screen ...