Method Community

Hi GTalburt, In order to assist you better, I have few questions based on your explanation. 1. In the second part you mentioned that "you add a grid to new section and added 2 new fields to that grid". Are you adding fields in the grid or you are adding objects? If you are adding fields, What kind of fields you are adding ...

HI Jason, sorry for the delay.  The table InventoryAdjumentLine has never been tied to QuickBooks. It is legacy from the old Method Warehouse app that has been discontinued.  The Inventory Adjustment screen is also legacy from the Method Warehouse app. Thanks! Chris

Hi, The estimates and work orders created in method are not synching over to quickbooks desktop. The customer is synching over, however the estimate and work order is not. Thanks for your help. Cheryl

Hello, I keep all my emails in my gmail account and they are sent and received from my address that appears as info@aaronsp.com and not my gmail account name.  I am trying to setup the email in Method for the first time and want it to appear as info@aaronsp.com but unsure how to go about the process.  Please help. Aaron

Hi Vince, I'm not sure that I fully understand what you're trying to accomplish. Are you attempting to send an email to a client with mail merged data in it? Or are you trying to generate something containing mail merged data that you could then print out? These Help Center articles may help you out: Mail merge Report ...

Hi Jason,  So what would the work around be here to associate the activity with a case?  First add the activity, then go to Activities tab in the gadget, select the one just added, and associate it with the case?  That seems rather clunky - and I'm having trouble convincing my users to do it.  Any chance that those ...

I am new reseller (30 + years experience with accounting and CRM software).  I have added a new table with 2 fields:  FinanceApproved (Y or N type field) and WarehouseStatus (drop-down type field with multiple values entered in a new table created through following on-screen guidence).  I then added a new screen and both fields ...

HI, I'm a newbie. Trying to utilize the email templates feature so I can insert (via mail merge) contact info into a "hi, thanks for talking to me recently, here's a sample of our products...etc." type email. This would be an paper printed letter I would include within the sample box I sent to the client. Once I have an email ...

Which table is it that you're working with? If it's Leads that you're dealing with, all the data is Method-only and doesn't sync with QuickBooks. If it's Contacts, the data does sync with QuickBooks and therefore any records you remove will be deleted from QuickBooks as well. This Help Center article explains how to use a grid ...

Hi RadioGuru, Unfortunately there's no setting that you can change to make this the default behaviour. If you want to avoid having so many tabs open in your browser, what you can do is actually drag the link to a currently open tab, and it will open inside of that tab. So instead of just clicking on the "Add Activity" link, ...