Method Community

Hi Rajni, The Amt.To Pay (OpenAmount) field is generated by QuickBooks. To change this value you would need to edit the bill itself and change the line items. -Michael

Debwiddi, By default Method doesn't support multiple service addresses(Limitation of the SDK to pull multiple ship to addresses) but you could create a different job for each location or customize Method so that it can store multiple service addresses. -Michael

mlepitt- You can fax it to 416.640.6027. In the fax make sure to include the Method account name and the Admin username or atleast what it used to be. -Michael

mlepitt, Have you tried the Retrieve Password link on the login form?  We can reset the password/change the admin but we require a signed letter with the company letterhead requesting MethodSupport to reset the password/admin faxed to us. -Michael

cpitts- I am going to test this out further and I will get back to you. -Michael

Jonmully- Are you an QuickBooks online user? If so we may actually be able to do what you are looking be default (We are just waiting on Intuit to resolve some bugs). Mark-  It is possible to calculate shipping charges through customization if the user wishes to go that route and maybe you could help Jonmully out. -Michael

Hi Jonmully, Are you referring to having shipping charges automatically calculated based on the ship to address? If so, I am not sure if or when it will be added. As far as I know it is not something we are currently working on. If you are referring to something else can you please give me some additional details? -Michael 

prismatec, Under the Leads tab do you see a New Lead tab link? If not you can add it by following the steps below: Go to Customize > Tabs Click Edit tab links for the Leads tab In the Open Screen drop down select CRM_NewLead Enter New Lead for the tab link ...

mrtaxi, We have seen this error before with Exchange Online and it has to do with it requiring a specific port to communicate. Currently in Method it is not possible to set this port but we do have a ticket on adding this but as of current there is no timeframe for it. -Michael

JamesQ, To elaborate a bit further in Method CRM, you normally wouldn't be listing opportunities under customers in the customer list as jobs.  Opportunities are not people.   Opportunities are "deals" for people (customers and leads). They are in a separate Opportunities table, and are assigned to customers and ...