Method Community

Yes, I renamed them.

I'm still foggy on this one, so I'm not sure that it helps everyone.  Me and another user stared at it for a while and couldn't figure it out. Although we can see some fields are different we couldn't figure out when to use an appointment, when to use a task and when to use an activity . . . they all sound so similar.  ...

After upgrading to the most recent version of Method, the opportunities list is showing won and lost opportunities even when a user selects "My Opportunities in Pipeline". In the previous version, Method would only show opportunities that were not set to a stage with the word "closed" in it.  Now it is including ...

After upgrading Method, the activities tab now has 3 tab links that seem to be the same thing.  Can you please clarify what the difference is between a "New Activity", "New Appointment" and "New Task"?    

On the new lead screen it uses the language "Customer is Active".  This is confusing to users as it should read "Lead is Active".   

Ok, I missed sub step 10 under main step 2 which says, "Under Step 4 of 10, they should only need access to the CRM and the QuickBooks tab groups, with the default being CRM."  This should be put in BOLD as it's a big change.  It wasn't made clear enough that the old roles are going away and there is only going ...

I've gone through step 1 and 2 of the upgrade process outlined on the following page but nothing changes.  Do I need to delete the old before it will show the new?  If so, this isn't very clear when it says to wait a week to complete step 3 (although there is no explanation as to why to ...

Our daily reports are returning a 404 page when we click on the report title.  This type of problem is the most confusing and frustrating about Method support.  I'm confused as to whether or not I should open a forum case (when you don't know who I am) or if I should contact my Method rep since it's an obvious site error. And ...

Silly. I'm not barking up the wrong tree. We just have different perspectives and differenet business needs. As I said previously, I'm glad it works for you, but for most people, I don't see the benefit.

We're not talking simply about your business, we're talking about the majority of businesses.  I've been managing IT for small businesses since 1998 and I can attest that your experience is not the norm. Most businesses will either use QB or both QB and Method.  And my point was that Method development should focus first on ...