Method Community

One Sign-in for all your accounts…. and versions! Today’s release introduces a new Sign-in page for Method. This will be the same page that allows you to sign into Method. This will allow you to sign into all company accounts associated with the email address with which you sign in. Learn more here. You will now be presented ...

Hi Allison, Contact is a required field, there is no way to do this. Customers need a Main Contact to sync with QuickBooks, so Leads do as well, since they'll eventually (hopefully) be converted to a Customer. Hope this helps. - Justin

Hello, How do I make it so that the "contact" field under the "New Lead" screen is not a mandatory field to be filled out? Thank you! Allison

Actually this situation happens a lot where you have an invoice with no Line items.  Method user starts to enter in a record, then decides doesn't want it.   I agree it shouldn't be that wsay but it happens. Once a Customer is entered then Method "saves" the record to generate  a Invoice or SO header record. I ...

Hi Mahlon, I've created a support case for this issue, one of us will reach out and take a look with you. - Justin

I only have this problem occaisonally, not constantly, so it has been hard to track down I guess.  They opened a case a while back, but have not heard anything from them.

I'm getting this error message when trying to customize one of my custom screens. This is in my own account and the name of the screen is called custom fields

Haven't really been able to determine a pattern. I'll let you know as I find out more

Hi Mahlon, Do you have any idea as to when, approximately? - Justin

Hi Alex, You should not be able to have a transaction with zero line items, it should create a sync conflict in Method. I've tested this and the changes do not sync over to QuickBooks, however a sync conflict is not generated. I'll open a ticket with development to address this, but in the meantime just keep in mind that this ...