Method Community

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 ...

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