Method Community

How do you usually handle this situation when you are in Quickbooks? (Expense? Bill? etc.). Depending on how you would do it in Quickbooks, you're going to have to mimic that in Method using customization. The reason the cost field added did not work is because it is a custom field and it doesn't sync with Quickbooks. I should have ...

Hi, Adding a TagList to the Entity or Customer table is the best way to achieve what you want within Method. Since you are adding the tags on the customer level, you might run into limitations if you are already using tags on the contact level, let me know if you are so we can create a new solution. In any case, here are the steps of creating the ...

Hi Greg, Unfortunately, we cannot provide a timeline for both the official release of Method:New or the Field Services app for Method:New. They are both currently in development and will be released when they are ready. New release information will be posted to our forums, twitter account and blog when it is available. Once Method:New ...

I've been looking to ditch my desktop QB in favor of the online version. Is there a way we can migrate our Method account from the QB Desktop to the QB Online version? Also, does Method for QB Online support the Canadian version yet? I remember reading somewhere that it only supports the US version. Thanks, Greg

Hey Method, Have a few questions regarding release timing: When you expect (approximately) Beta to be rolled out officially?  When do you expect something similar to Field Services will be added? This is something I'd really like to use as soon as possible. How long will you continue to offer the old version of Method after the new ...

In the inventoty item table I have a field "purchsed cost" and "quantity on hand", is there a field that ill give me the total amount for each item depending how many I have on hand o do I have to use actions to get that number. If this is the case, will you point me in the right direction.

This is excellent, Justin.  Thank you!

CONTEXT/BACKGROUND:  My company has a mass email list of businesses (5000+ entries) on a .csv spreadsheet that we would like to import into Method as Customer Leads with assigned tags (TagList field) for each entity. These tags will be critical to our company's efficiency (sorting leads) with creating ...

Love the new interface. However, nothing appears to be faster than the original, which was (is) our #1 issue with Method originally. Just an observation. Is Beta going to get an adrenaline shot before going live in terms of speed and power? Best, FW

i would like to create a reccouring activity for each year, but would like to use the customer/ccontact edit screen to imput the birthday, and then from there it would create the activity(s) into the calandar to remind me to send out a birthday card. I currently do not have any of thier birthdays, so i would imagine that i would create this for ...