Method Community

Hey Michael, When this box is checked, it looks like it looks at the old numbering sequence in QB. My last number sequenced in the estimate list in Method is 'Q144-675'. After creating a new estimate and clicking save, Method auto populated the ref number with 456457. It does that whether I have ...

Hello, When I click on the Synch now button under Changes-Only Synchronization , I get the below msg: The Method Integration Engine on your computer is currently disconnected. No synchronization can be performed until the Method Integration Engine connects to the server.  What do I need to do? BTW: I recently changed the user name ...

I have tried to sidestep this by making it a custom field and increasing the text value to 250, but this is not allowed and produces another error Import - Step 3: Validation Help |  Menu Integration Tools menu >> Import / Export menu >> Prepare ...

Hi John, I'm not sure if this is an intended feature for Method:New or not, but you could most definitely customize your account to automatically fill this in for you. If that's something you're interested in doing, let me know should you run into any issues. - Justin

Hi Alex, There is no way you would be able to trigger a set of actions automatically the way you're describing. You could, however, create a button that does this. Your users would have to push it to manually update the inventory, but as long as you instruct them to do so it shouldn't be much of a problem. Hope this helps. - Justin

Hi bmosca, One of us will reach out over the phone to take a look at this issue with you. - Justin

Thanks for the feedback John! We'll keep this in mind as we move forward. :) For now, if you'd like you can change the icons yourself for your own account. Just go to Manage Apps, click Edit App for the app you'd like to change the icon of, then click Configure and select an icon from the dropdown at the top of the ...

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 ...