Method Community

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, ...

Definitely do not to do that...I don't want to lose my customizations.  Are there other alternatives? Could I delete the table and remake it? Thanks, Gregg

Hi RadioGuru, The easiest way to do this would be for me to put in a request to reset your Method account. It will restore your account to the way it was when you first signed up, prior to syncing, so you'll lose any activities, as well as any custom fields, screens, or tables. If you would like me to do this please email me your ...

Hi viret56, Try doing a full sync to start off. Go to the Synchronize tab link under the QuickBooks tab in Method and click on the Sync now button to the right of "Full Synchronization". If that doesn't do the trick, try making a slight change to a sales rep from within QuickBooks, then performing a changes-only sync by following ...

We're new to Method and just imported a lot of contacts.  In retrospect, we wish would have handled the migration a little differently...so I am wondering if there's a way to dump all contacts we've imported so we have an empty table, so we can start the import process all over again. Can anyone help? Thanks, Gregg

Hi! We're new to Method, we love the Gadget. But every time we use it to add a new activity, it opens a new tab of Method...so we end up with tons of open tabs in Chrome with Method open.  Is that how it's supposed to work? Or do we have a setting wrong? Many thanks! Gregg

The SalesRep table in Method has missing or incorrect data in it.  I cannot edit the table in Method and the data does not seem to be corrected through a changes-only or the scheduled full sync. Several records in the SalesRep table are missing data in the EntityType and SalesRepName fields.  In addition, the data is the ...