Method Community

Hello Lance,     You do have to create new tags using the interface on the Edit Contacts screen.  There is no other way of creating a tag.  Once you have your new tags you can use the Integration Tools to import tags to other records.  Check out this forum post that explains the process.  The taglist field is a ...

Hi Alex Welcome to Method! Let us know if you have any problems or questions. 1 - Custom fields from Quickbooks will sync over to Method but any custom fields created in Method will not sync over to Quickbooks. 2 - If you haven't updated the custom fields labels in Quickbooks it should still show a name such as ...

Hi Greg Can you please call our support line when you get a chance? The number is 1.888.925.6238 Option 2. Jeff

Right. I need a better way to both create tags and assign tags to contacts. Does anyone else out there have a better way? Using the API purhaps?

Hi l.brandow I take it you mean import a list of tags rather than importing tags with a contact? As I understand it, the only way to add tags is through the popup when adding or editing a contact. Jeff

Hi mholden The Industry  I kept it quite simple but if you choose you can add a bit more complexity to it. I added a new table called 'Industry' with one field called 'Name'. I made this field unique as I wouldn't want multiple versions of an Industry clogging up the list. The Dropdown in the ...

Thanks for your reply, Jeff. We're going to start off by just sending the link to the portal to all our existing clients that we have quickbooks accounts set up.  We may eventually add a link to the website in the future.  We want them to be able to create an account linked to their quickbooks account. What I would like is, ...

Hi I have account in methordCRM, and want create customer via API I use here https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPICreateMethodAccountV3 But a can't register account developer like document use guide (Q. I'm a developer, how do I get a "developer account"? There are currently no ...

Hi there, Currently setting up field services. I'd like to enter times on mobile for work orders, but I need a team/tem members. When I select 'Team Members' from the Field Services dashboard, everything is blank. There is nowhere to enter or select team members, or any way to create a team. I've watched the tutorials and ...

Hi all, I'm new to Method:CRM, and working on QB Enterprise 14 Desktop and Method Pro. After browsing several forum post regarding data synchronization to QB, I still have some questions and would like to ask you experts can shed me some lights: 1. is it still true that only custom field created in QB can be sync between Method and QB? I ...