Method Community

It’s time for us to get started with the beta for the updated Outlook Plug-In for Method.  Version 2.0 is packed with a bunch of very cool tools and abilities that make using Method CRM even easier.  I personally use this tool daily and have found it to make my day more productive and doing less double entry.  I'm really ...

Hi Matt, Just to ensure I'm understanding you correctly, you have several dropdown lists that are linked to selection lists from the Customer table. However, when you want to add another dropdown field to pull from the same table, the field containing the choices (Step 3 of 3 on the Dropdown Wizard) only holds an empty value to select from. ...

I'm looking for comfirmation of the following field linkagess so that when I clean up fields in the "Customer" table in QuickBooks, everything will translate properly in Method. It appears that the following structure is in place: Company Name (Customer Table) = Company Name (Contacts) FullName (Customer Table) = FullName ...

[quote user="Rolf"]Is the order of copying screens relevant?[/quote] Not to my knowledge. [quote user="Rolf"]What happens if I forget to copy data with a table?[/quote] This can cause problems on your screens so I highly recommend you ensure that all tables with data you need to bring over have the option to copy data ...

I have watched the webinars, have copied customer screens and have added fields to tables, etc. I have the basics down, but without having a better overall view of the process and screen flow, I am doing a lot of trial and error and it is taking along time with no clear result in sight. I wish to create 2 globally accessable shared variables. One ...

Hi all, I have been developing several 'apps' that use the API.  One of the 'tools' I have built dumps the table and field information for all tables / fields in a specific (customer's) database.  I attempted to run this on my TemplateStevenBlaustein account and frequently (several tables both standard Method tables ...

swm023- Activities: Contacts and Entitiy Opportunities: Contacts and Customer You will also have to make sure you have a value for all the required fields. The best way to do this is to view the table and look for all the fields that have required checked (Customize > Tables / Fields)  -Michael

NOVA Sales, You may just need to regenerate the table. To do so, go to Customize>Tables/Fields and click Edit Fields... on the NOVAEvents table. Click Finished Editing Fields. Does this solve the issue? If not, please email me the name of the screen that you are working on and I will take a look.  Jason

I'm just pinging on this. If I'm going about table construction or insertion wrong, please let me know. Thanks.

Hi scottakinosie, If you are migrating your QuickBooks Desktop file to your QuickBooks Online (QBO) account, the short answer is anything in Method that doesn’t sync with QuickBooks will need to be migrated manually. Almost everything else will be synced from QBO. Examples of records that will migrate automatically from QBO: - ...