Method Community

Hi industrialrobotix, There is currently no comparable for Opportunies in Method:Beta. Stay tuned to the Releases and Updates post here on our forums to keep up on new features as they become available. :) - Justin

When setting the acitivty type - Meeting - the end date should automaticall fill to the date of the event.  For example, set a lunch for Monday, December 15.  The end time/date should of auto filled to Decembetr 15, 2014 with an automatic one hour event timing.   John

Hi, [working with QB 14.0 Desktop Enterprise Solution] Here is my scenario: 1. In QB, users can mark a Purchase Order as closed via "Mark as Closed" button. 2. In Method:CRM, we would like to depend on this "closed" flag to adjust our internal data (like inventory status implemented in Method. So, users can see some stock ...

Hi Justin, Thanks, I got it solved for office365 in your suggestion.  -- Alex

Just received the invite to try out the Beta. My 'old Method' login credentials are being rejected. (Yes, I'm an admin.) Getting the following message: Sign-up Failed We were unable to complete your sign-up at this time. A valid Company Account, User Name and Password are required!

Just a suggestion as I begin workigng through the new BETA.  Currently the same side bar icons are being used for Sales Orders, Classes, Sales Reps and Accounts.  I would give each a unique icon.  

Hi John, This feature has not been implemented yet. Stay tuned to the Releases and Updates post in this forum to keep up to date on any new features as they become available. :) - Justin 

John, The issue with PDFs in Chrome isn't replicable 100% of the time, it's somewhat random. If you're worried about your report being corrupt, try opening it in Firefox or Internet Explorer. If you have issues in one of those browsers, then Chrome isn't to blame. Let me know how it goes. - Justin

Good morning Marcelo, Could you elaborate on which type of template you're referring to? Email or Print? - Justin

Greg, Thank you for your patience and explanations.  In my experience, Method (or at least Quickbooks) does not accept 2 customers with the same email address.  When someone inputs a contact through our web form and uses their email address, will Method still accept this contact with the identical email as the contact that's already ...