Method Community

Thanks for all the help.  I've managed to make progress in getting my quotes to look like they used to...still needs a bit of tweaking, but its pretty simple. I am liking Method more and more as I use it.  It isn't quite as "modern" looking as Salesforce, and I have noticed a small bit of lag in comparison. ...

Hi industrialrobotix, Method comes with a report designer that will allow you to customize all of the reports including estimate. You can also create your own reports from scratch as well. There are some great articles and videos in the Help Center on using the repor designer. I would recommend starting ...

Greetings. SMS texts have worked for me when I needed it BUT there is a random issue from time to time.  for me it was nothing to do with Method but the ISP.  When I had Verizion ISP there was a 50 50 chance I would not get the text. I am with ATT business class and its working great.  Why this happens is strange.  I ...

Greetings, I use to have the same issue and I am not sure if this is the correct way of doing it but here goes. I used a picture box then uploaded the pic to the template and it worked for me.  John M

Greetings, I have a landscape co here in California and I have three different estimate formats that I use.  One is for landscape maintenance, landscapeing and special estimate that has different pices for different phases of the jobs.  You can do alot with this program.   Changing fonts, adding pictures is realy easy to do with ...

Hello.  I am migrating over from Salesforce because they stopped supporting the Salesforce For Quickbooks integration - something within Intuit....not sure, but not interested in their drama. So, Method seems like it is a very seemless integration into Quickbooks which is nice.  However, my quotations require quite a lot of ...

RadioGuru, I cannot give you a release date for the new version of Method as we have not yet released this publicly. I also cannot tell you what issues you will run into as it can be very unpredictable and this is the reason I do not recommend using the desktop version on a mobile browser. You can do customization to mobile screens and create ...

Great to hear about the new cross platform version, do you have some kind of timeline you can share with us?  As far as “issue” go when using the desktop version on a mobile brower...can you share what kind of issues we’re talking about?  Finally, is there any kind of customization or personalization possible with ...

Hi RadioGuru, I would not recommend using the desktop version of Method in a mobile browser. When we built the desktop version of Method, we did not have mobile in mind at the time. The desktop version uses the iframe element, which is not supported by mobile browsers. If you continue to use the desktop version in a mobile browser you will likely ...

In the FAQs it says: "Browser-based versions of Gmail users - the Gmail Gadget works in all major, modern browsers (Chrome, Safari, FireFox, IE8+). It does not work in mobile versions of Gmail (neither mobile browser optimized versions nor native versions)." But if you monkey around with gmail your browser (not gmail app, and ...