Method Community

Mainly sales from each lead source. I want to know where most of our customers are coming from. I was hoping that after I input the lead source under a customers name that the report would pull from all sales from that customer, both past and future orders. I am not very familiar with the report desinger because i mainly use a mac, but I do have ...

Hello Tim,    What in the end would you like to see in the report?  Do you want to see a list on invoices based on the customers' lead source?  It is possible to do this with our report designer.  How familiar are you with the designer?   Our customization team can help create reports or you can find a ...

Hello Randall,    You can do it with some customization.  First, you can move the columns around in the screen designer.  Second, you can have actions on the column to put values in other columns automatically.  Say for example you enter a cost and markup, you can have it calculate a value for Unit Price on Lose Focus and ...

Hello industrialrobotix,     You would need to reset the OpenID for your user on your account.  Then you can set it to your business email.  Give Method support a call at 1-888-925-6238 x2 or email support@method.me to get the OpenID reset. Greg

Hello David,      Most of the time, anything that does not sync over is in conflict.  On the rare occassion, I do see a transaction or customer with no conflict that will not sync.  If the bill is not in the resolve conflict list, go to QuickBooks tab group -> QuickBooks Dashboard.  There is a list called ...

This is excellent news.  Thank you!

Hello industrialrobotix,     We do have our new version of Method, Method:New, coming out soon.  It is mobile-centric to be used effortessly with smart phones and tablets, as well as desktops.  It will have speed improvements and the modern functions and interface you are looking for.  Keep an eye on our blog and ...

Hi Brad - yes the API should certainly work during the trial. When you use the link above, if you use the exact same user credentials to login, it should work just fine. But a couple words of caution: (1) Better to not use your email. Use your User Name instead. (2) Don't put anything in the SessionID in this case.  Either you ...

Hello,  How do I run reports based on "lead sources"? I'm wanting to see what sales we genertate per lead source and I'm not sure how to accomplish this. Thanks.  -Tim 

Hello.  I'd like to use the Gmail ap, and got the business side all set up.  I had inadvertently set up a personal gmail account with Method, and I am now not able to log in with the google app business credentials.... Is there a quick way to switch this over? I also sent an email to support. Thanks!