Method Community

I am having two regular, fairly high impact issues with Method to QuickBooks sync.    The first issue is when bills are entered in Method, they dont always carry over to QB.  Often I will enter a bill in Method, then go to QB and see that the Purchase Order is still Open without a bill assigned.  I have recently begun ...

Hello, I have a "route list" report set up in the Report Designer; the tables used are: Activity; ActivityJobItems; Company. I believe we buildt/redefined this report based off an template that was already available in the Report Designer tool. We need to add "Customer Phone" (Contact Phone) in to this report, so I ...

Hello, I have been utilizing the List Builder under Campaigns for mass email distributrions. Everything is working fine, but I am curiuos if there is a way to track the emails that were sent from Method via the List Builder? Capturing a history of all emails sent from Method is valuable, I just don't know if it is possible, and if so, where ...

My mistake, the check boxes in the tables/fields < EstimateLine section are to make items required or unique. I'm just looking to make "other 1" and additional fields visible for each line item in the estimate and invoice screens. 

Hey Greg,  So I was pretty stoked when I learned about the screen editor, but unfortunately this doesn't fix my main problem. Pretty neat tool though. I need to add the "other 1" field, along with some others, to the estimate and invoice "line items" as columns. The information in these fields is specifc to each ...

Hello: I setup a trial account and have it linked to quickbook desktop and all is working well.  I setup a user for the API, checking the box to allow API access.  Using the following link as a test: https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPITableListV2 However, when executing the test, I receive an ...

Hello Ernestine,      I had made a response to your other post on the same subject here.  The activity is connected to the Lead through the Entity and Contacts fields.  If you have any more questions, let me know. Greg

Hello Ernestine,     Importing to the activity table is the same as importing to the leads table.  You sort your activity records under the appropriate columns and then import the file.  For the ActivityType column in the Activity table, you can indicate "Marketing Letter" for each activity with that Activity ...

Is there a tutorial or tips on how to import activity type for new leads.

Hello, I have a list of about 400 that I will need to import to Method.  All 400 would have received a marketing letter (part of an ongoing campaign).  I'm watching the videos and I think I can figure out how to import the leads.  It doesn't show how I can import an activity.  I have added "Marketing Letter" ...