Method Community

Hi Marco, This is now resolved. Here's what you'll need to do (in order): Log in to Method Change your ExchangeRate in QuickBooks and sync The new value should sync over and be available for use within Method. Let me know if there's any issues with it. - Justin

Hi Justin,   Thank you for your response the other day in the Forum.  I updated the tables as instructed, but I’m having issue of adding to the screen.  Which screen does the users table  show up in?   I checked the employee screen and cannot find it in there.  

We are planning to generate "Leads" for existing students that need to have a case opened for them. We do NOT want to add them as a customer, as they may not have paid for anything yet and because it could add a lot of customers to QuickBooks. We create a new lead and assign them a case. In the email template for the CaseUpdate, at the ...

Justin, Thanks. --

When I create an estimate or invoice for a customer from scratch, It will automatticaly pull the campaign info from the customers table. A Problem I have found, is when we convert work orders into invoices, the campaign info does  not automatticaly populate the campaign field in the invoice and is causing us problems with campaign ...

Hi Justin, Thanks. It works.  -- Alex

Alex, There's no official limit. The more records you're importing, the greater chance there will be an issue. If you have 1000000 records, I'd say start with 50000. - Justin

Hi genequisisem, Is this a stock report you're having problems with? Head over to Customize > Users in Method and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me ...

Hi Justin, Thanks. what is the limitation of record number for one import? 1000000 records is what I need for my client's program, if this limitation is small, that could mean a lots of import. any other way to work around it? -- Alex

I attempted to open the report named CRM_Dashboard_Opporunities_ByMonth., in the Report Designer.  Unfortunately, I got an error that reads, "The report failed to be created.  Object must be of type String."   Is there an easy way to copy an existing report and modify it for our needs? Thanks in advance.