Method Community

Hi Chris, If you're calling another action set, why not try triggering that action set directly? Click on your Save button and take a look at the number in the error you get, then check your Save button's action set for that action. If you don't get an error with your Save button, then it's safe to rule that out in your ...

I have spoke to your support by phone and the email address in QuickBooks does not seem to be setup to sync back to Method and Method does not allow you to enter an email address for sales reps.  The only way it works properly is to enter a new sales rep in Method, but I need to get current sales reps email addresses updated that were in ...

Hi Blake, Thanks for the feedback, I'll keep you posted via this forum thread. - Justin

EDIT: Automatic sync to Google Gadget and calendar temporarily disabled — manual sync available We have temporarily disabled automatic syncing to the Google Gadget and calendar to deal with the issues. You can still manually sync. For steps on how to do this, click here. Last night we deployed a fix to deal with the issues relating to ...

Hmmm.....still having a problem here. Even after clearing browser cache. Multiple people, not just me.

Hi Blake, This should now be resolved. Let us know if you're still having issues. - Justin

Teamloush, Just an update - I'll see if I can resolve this for you on my end to save you from calling in. Can you provide me with your Account detalis in an email (see my signature for my emali address)? Also, what error message are you receiving?  

Hi Teamlousih Last week we simplified the way you sign into Method:CRM - you now only need your email address and password.  Our API should still accept your existing credentials if they are still valid.  The migration to the new sign in was automatic for the majority of our users, though there could be outstanding conflicts ...

Hi Method, I'm working in creating our own CRM with our own process. So here is our process that we would like to create in QB There are 2 types of user in this Customer creation process, (bold are the screen already created) 1. Sales Able to create leads but can't convert to customer, needs to send notification to finance prior ...

Thank you Justin. This really helps. I had another follow up question for balance, 1. why does the balance always has more 0 in method than QB. Do you have ever face an issue like this? example, In QB I set 1 package to 3.850.000 but in method recorded as 38500000.00 so there an additional 0. 2. How to delete ".00"? because in ...