Method Community

Hello, We have a "Refer a friend" program where we use the unique Contact Record ID generated method as the customer's Refer a friend number. I've figured out how to make Contact RecordID visible in several screens so that my team can access and search it. What I need help with is getting that number to show up on the ...

Thanks Ben. I will check this out!

Hi BVS, I believe what you are looking for is actually in the Method Gmail Gadget, if you create an Activity from the gadget, when you set the dates, you will see the sliders for the time here. Unfortunately, this is not available from Method in your browser, only through the gadget. As for your other question about changing the time slots in ...

MikeB - It would likely help if you could turn on the MethodSupport User for your account, then email me your Company Account name and contact details.  To turn on the Support User, login to Method, then go to Customize->Users, locate the Method Support User in the 2nd section of this screen, and make sure there is a checkmark in the ...

Retrotel,  Sounds good, just post here if you do experience any further issues with this. -Ben

OK, so with your explanation and some testing, I see that we can post the name without the ID, and have the ID autocorrect to the matched name. Awesome! That resolves the issue for us.

Paul,  I was able to fix the issue - I was connecting to an old connection with Method for the connection ticket in 2012.   I then did NOT use that connection and asked to setup a new connection at that point I got Number 12 and was able to hit NO.    Finally, thanks for the BLOG!    - Beth

When I opened the tab today the sales orders are in the correct order.  I did not notice that the columns were sortable but that makes sense.  It was odd, though.  I do think it may have had something to do with the extended time frame for syncing.  If it happens again I will sort by the column to verify and let you know.  ...

Hi Paul,   I have been getting the exact same error message and I cannot get it to work again.  I have reset the process several times using your blog link in the email thread.   There also was not a step no. 12 when going through what Aaron when through.  Could I get some tech support on this?   This is my portal for my ...

Hi Trent, Unfortunately there is no easy way to delete Estimates in bulk in Method, however you do have some alternatives. The easiest solution, would be to change the time period you are syncing for your Estimates from QBO to Method.  The default setting for this is 31 days, for all transactions, however you have the option to change ...