Method Community

Greg - regarding the conflicts, those were related to bills from a long time ago and I had been working with Method support to get those fixed.  Finally got them cleared out today.....but very few were related to the issue I'm having currently with bill entry and sync over to Method.  Could there be other reasons why this sync isnt ...

Ok, I have been using Method for a few weeks now.  It's time I select a CRM.  I've evaluated Salesforce for Quickbooks, and it was working until Intuit decided to pull out their support for the Sync manager and Salesforce.  I am looking at Zoho, but it seems weak in the area in customizing to my needs. Thus far, I really ...

Is there a way to change how the Estimate Line Amount is calculated?  The way it's set up now will not work for us.  We need to show Unit Price on our estimates, and we cannot have a Unit Price that contains fractions of pennies. The Amount column is currently calculated from the Quantity, Cost, and Markup.  I need to ...

Hey Greg,  I finally figured it out. I overlooked that tiny "edit" button on the right that each section has in the screen designer. Thanks so much for your help.  -Tim 

Hello Barbara,      There are two ways to do this.  You can either use the export in the Integration Tools or List Builder.  Each will give you different information.      For the export tool, you would use the Advanced Filter Options.  For the export, setup a straight-forward export.  ...

Hello David,    For the first issue, are there conflicts in your resolve conflicts list?  Go to QuickBooks -> Resolve Conflict to see the list.  It looks like the Bills are getting stuck in conflict and they are not in QuickBooks.    For the second issue, it looks like the A/R Report is using the invoice creation ...

Hello Ivana,      I did have one suggestion.  When using the List Builder, you can create an activity that marks an email being sent out.  In Step 3 of the List Builder, check-off Add Activity? and create an activity to record the email going out.  This would allow you to have an activity indicating if a user ...

Hello Ernestine,    I took a longer look at this import as I was unsure myself about the fields.  To import an activity, you need three fields: AssignedTo, ActivityType and DueDateStart.  You can find which fields are required by going to Customize -> Tables/Fields -> Activity.  You can scroll through the fields ...

can a list of customers be exported based on tags I create?  want a csv file.  Can this be done? if so How? thanks

Hello Ivana,    I had a recent post asking the same question.  Take a look at this post and let me know if this helps. In summary, A work order/activity is actually set by the Entity and not the Contact.  Hence, ContactPhoneNumber won't have any information to display and appears blank.  You need to add the entities ...