Method Community

Is there a way to export customers or leads based on the date they are entered into the program? I know it comes up as one of the values to be exported when you export the entire list but is there a way to narrow it down before exporting to avoid having to do double work once it's exported?

Looks like everything is back to normal on the QBO sync.  Thanks for your patience!

We are experiencing a service disruption with our QuickBooks Online integration.  The Intuit team is on it, and we will forward any information as it becomes available.

I'm trying to set the default activity Type and Status for new activities created from the edit opportunity screen. It is not working for some reason. In the Edit Opportunity screen, under the New/Edit Activity Tab, I clicked on Edit next to the Activity Status Drop Down. The first step says "Not Started" is the default, ...

Hi Andrew, As this isn't something I can really troubleshoot over the forums, I've created a support case for a member of our team to reach out via phone. They'll do a screensharing session and take a look at this issue with you. - Justin

For anyone else experiencing this issue in future, please ensure the MethodSupport user is active and send an email to support@method.me with your Company Account Name and the Report Name of the report you would like restored. - Justin

Happened twice this week, out of a handful of moves on the stock calendar screen from the work orders module.  By dragging and dropping.  I had the same thing happen last month when I changed the "assigned to" on the mobile add/edit work order screen, but thought it was weird random event. Just to be clear, ...

The problem is that the name of the job in the customer/job data structure does not appear on your customer list new Method. Customer/Job information is present in Method:Classic. Also, just saw that Method:New continued to list customer/job instances for at least one job that I set to inactive.  There should only be 5 instances, not 6 ...

Would be nice to have a feature where we could either duplicate or "save as" an estimate, and also save estimates as a new "revision" keeping the old version....  Requesting this as a new feature that can either be added to Method "current" and/or Method "new" Thanks!

1 more question: Issue with my invoices: I can't get subtotal, tax rate, amount paid, balance due to populate when I enter items into the grid for line items. I'm not sure if I messed something up with the invoices or not. I don't think I changed anything. Some background info: I had some customization done to my estimates in ...