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One more thing. If you only want to update records that already have your tag applied to them, you can export your Contacts table using the Filter with script option. It's available under the Advanced Filter Options of the Import / Export Tool's export function. We have a Help Center article on Filter ...

Hi haydenareadb, You can accomplish this using the Import / Export Tool, which you can access from Customize > Integration Tools in Method. First you'll want to export your Contacts table (uncheck the Show only common tables? checkbox), exporting the fields FullName, RecordID and TagList. ...

I am just begining my MCRM journey (and membership of this forum).   I've tried to look this up, but, What are the fundamental differences between a Quickbooks "Job" vs. an M:CRM "Work Order" -or- an "Sales Order"? Do these simply map across to Quickbooks? Thanks in advance for your patience.

I have been using tags to send emails to my prospects and customers with the campaign function. Each day I tag the people I want to email and then send one email to the list. The only problem is that then I have to go back and un-tag the people I emailed, which takes a lot of time. Is there a way to remove a tag from a group of contacts?

Hi Marcelo, Add a cost field to the ActivityJobItem table and add it to the grid in your work order screen.  It also depends on A) how you set up your mechanic in Quickbooks for example: employee or vendor?; B) how you handle this type of scenario in Quickbooks: Vendor Bill? Marwan

Hi Marcelo, The dropdown field idea is good. Regardless of how you approach the situation, if you are NOT using the default company logo on your Method account, you would have to go to every template and change the logo manually. Marwan

Hi Marcelo, This would definitely be possible through customization. - Justin

We have clients that connect to a Windows Server hosting envirronment to access their Quickbooks data files.  When we run the Method sync for any of these clients it runs through and gets about half way completed and then the sync just stops.  There are no error messages, and the engine log shows nothing being wrong.  I can try ...

Hi lzimmerle, The Method Integration Engine starts automatically with QuickBooks through a certificate installed in your QuickBooks company file. You can check for this in QuickBooks by going to Edit > Preferences > Integrated Applications > Company Preferences. There should be two Method applications listed here: Method ...

No, you don't need another account. Same account as for the website.  Are you part of the Method Partner Program?  Thanks Chris