Method Community

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 ...

Hello Ivana,     Unfortunately, there isn't a way to track emails once they have left Method. If you set up the default email prefences, the emails will go through your SMTP server.  You will get undelivered and error email messages if there was a problem with an email to an account.  Also, you may be able to track ...

Hello Tim,    Let me establish first what table the Other1 field is on.  From your posts, it looks to be on the EstimateLine table.  This means it won't be available for the InvoiceLine table.  For the invoices, you would have to add the custom field to QuickBooks and sync it over or create the field in Method. ...

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 ...