Method Community

Hi industrialrobotix, Happy to see you've got it working now. - Justin

Since the new sign in process has been launched, does signing into a mobile device now bumped you off of the desktop session? This is the behavior I'm experiencing, which is inconvenient when I want to use mobile device for testing functionality.

Sign-In Update: We're aware some users are experiencing issues w/ portals. We're on it & have a work around here: http://goo.gl/OkNZ8L 

Actually, there is still a problem, as it is Not sync automatically.

Hi Maureen, I’m sorry to hear that you were running into this issue, but am glad to hear that it seems to be working now. We will look into this and try and determine why this happened. Keep an eye on it and post back here if the option becomes unchecked on its own again. We can create a case with you to investigate further if ...

Just a heads up.  After the new sign in was established last night, the "enable sync" for syncing with Google Calendar was unchecked for all of my user's.  Needed to check it, click enable sync, which only resulted in the box becoming unchecked.  However repeating the process twice and sometimes three times, did ...

Nevermind I figured it out - needed to change it to "display as HTML editor" Works good now

In method old, I created a "quote description" field where I could insert pictures, format the text, etc....  When I try to add the same function to Method New / Beta, I do not have the option for formatting or adding pics...  Any way around this? Thanks 

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