Method Community

Hi Adrian, This really depends on how your screens have been customized.  If you are creating an estimate from a Lead or Customer and you have chosen a specific "Price Level" option from the dropdown menu on either the Edit Customer/Lead Screens, then at this point, you have assigned a specific price level ...

Yes that's correct.  One thing I want to note is that the farther back you sync transactions, the slower the syncing process will be.  You might want to select only certain transaction types to have a longer range. If you have a large QuickBooks file with lots of transactions, each full sync will resync all of ...

The following updates are now live for users of Method New Features / Updates Charts - Accessibility Improvements. (PL-30553) Field Services - Work Orders app is required before installing Field Crew app. (PL-31149) Fixes Sync Conflicts page - Added ability to see more than the first 10 fields in Record Details grid. (PL-31198) Sync ...

The following updates are now live for users of Method. Features Added validation to Tables & Fields which prevents users from deleting fields that are in use on live screens (PL-11819) Visual Enhancements to Estimate, Sales Order, and Invoice Customer Portal Pages Enabled Edit Permissions on Accounting Lists, Sales ...

Innovative, I am glad my last suggestions were helpful.  As of today, the answer is yes, even though you are sending your opted in addresses from Method, MailChimp will still send the request to your customers to be authorized with MailChimp.  The answer to your other question is no, if a customer opts out in MailChimp, this ...

I greatly appreciate the efforts you guys have gone through to address these particular issues. My testing and fiddling would indicate everything looks to be back 98% normal. One quick question, though:  Is it by design that the LineTotal field can't be manually overridden in estimates?  See below.  When we run the ...

 Val- I have done as you asked with every employee, but I still have 1720 conflicts with the same message. To recap, I checked and then unchecked the use time data for paycheck creation box on all active and terminated EE's in Enterprise, then I did a full sync with Method. Any idea as to why the errors are still there? The message ...

Last year, I was super excited when we released version 1.0 of our Outlook plug-in tool.   Now, less than a year later, I am thrilled to announce version 2.0 is officially open for public beta.   Caution – please sit down if you’re not already, as you may experience higher than normal levels of excitement when reading ...

Hey krp, Sorry for the delayed response -- yes, you are right, RecordID fields are typically the ones that are linked. I might be misunderstanding your question, but most of the tables you mentioned (i.e "Customer") are views on the Entity table, so if you make a change on the entity table it'll automatically update on those ...

Nick I believe that the reason you are having issues, is due to permissions on non-admin users, and you might need to install the sync engine to each individual profile. Furthermore, I have confirmed that we do not provide any level of support for Terminal Server setup. If the install works fine on an administrator profile, with Full ...