Method Community

Alex, These are all very good questions, and it is very hard information to find in a good concise format.  Just in case it helps you I'd like to offer my best understanding of the synching. 1.  ALL fields in QB whether default or QB Custom fields are synch'd with Method.  Method essentially creates an identical copy of ...

Hi Mahlon, I was able to replicate this issue using a long string of characters which were uninterrupted by a whitespace. I've opened a ticket with our development team and will post back here once this is resolved. - Justin

Hey James, The number one thing that gets me is it works great on my laptop but my desk top all the custom screens will not save a pdf file on a custom report unless I save it to my computer twice.  If i use a custom screen but use method issued report then i do not have any issues.   Just courious can a process or action happen ...

John, This may be totally bogus, but for all my report generation sequences in Method the first Action that I have in the sequence is a Save.  I also save again at the end since I update Invoices with the print date when the print Invoice button is pressed.  The report generation all happens on the Method server, I believe, but I just ...

Lance, There might be some really good reasons why Method auto indexes ref numbers in the way it does since QB does some weird things with automatic indexing of ref numbers.  For example Quickbooks uses the same ref number index for Invoices and Credit Memo's.  So, for example if we add some alpha characters to the Credit Memo ...

An alternative way I have found, instead of going to your Sent folder, is to refresh your browser window after you send the Gmail.  The gadget then shows up on the sent message.

I do not have a issue with E or firefox.  It is my understanding that on your end using 1. a custom S&I invoice screen, 2. using simple invoice, 3. using chome  4. and saving that pdf to your computer the results is the file is not damaged?  If that is the case there is something wrong with my computer.  John

I'm a heavy user of the Gmail gadget to track all my correspondence in Method CRM, and find it works really well.  One feature I use regularly is the ability to schedule a follow-up activity in the future when I am adding an activity.  I have struggled though in being able to track the Gmail correspondence, as I have ...

Hi Mahlon, I've created a ticket for development to look into this, I'll keep you updated on its status from here. - Justin

Hello! I am setting out to learn how to use Method so that I can come up with an onboarding solution for the rest of our company.   We get a lot of customer requests to simply repeat one of their previous orders.  Rather than having sales techs rebuild a whole new estimate from scratch, is there a way to copy a pre-existing estimate ...