Method Community

How do we reconcile the different definitions of "customer" in Quickbooks and CRM while using CRM to record pre-sales activities and while recording the amount of time we spend on the pre-sales activities so as to understand the cost associated with each sale. I record my time spent on prospecting for sales in Quickbooks.  To ...

Furrywombat, The key here is your statment, "we still need to wait as long as 60-90 seconds for QB to finish processing the data before we are able to calculate outbound orders"  This indicates to me that this is a QB issue, not a Method one, which is more often than not the case/.  The problem is that QB is a really ...

Hi aother suggestion is to use the Report Designer filter which is at the report or group levels. Look at the Properties tab on the right hand side.  You would want to use at the invoice group level. You can use a Max(txnDate) function. It seems like that should work.  Ben's suggestion using Invoice recordID would ...

Hi JWS, Is your design taking you below the margins?  or into footer sections? Or even one of your sections? Check the ruler grid on the right hand side or look at your properties. 

We're digging deeper into utilization of the Method API for complex data analysis and streamlining our internal processes. One MAJOR issue that I'm running into is the lag time associated with inventory updates when performing tasks such as item receipt creation, sales order to invoice conversion, et al... essentially, any task that ...

Hello! I'm very new to Method and have spent the last 2 weeks pouring over all the information available on it. I'm running into a problem with the contact portal. Specifically, if I email a customer a link to their portal and they submit a quesiton (start a case), I'm finding that my reply to the customer is not being shown in their ...

Hi Guy, I received your email today with the WorkOrder template of what you would like to do with the Customer Equipment.  I just wanted to quickly add it here, again just in case any other Method Users are following this, this should give a better idea of what you are attempting.  I will be working on this tomorrow to see how this can ...

Hi Guy, If you don't mind, I would like to continue on with this from your original post, you had some more specific info here which I will try to use in my answer. With that said, just go to this link and any updates will be there. -Ben

For some reason my report designer is adding a blank page. please help.

Hi Guy, I am going to have to look into this a bit, I haven't had much experience dealing the wtih the Customer Equipment area in Method.  Also, I have a feeling that this has to do with your other forum post, here, that we had been going back and forth with.  I must apologize, after seeing this last post from you, I went back to ...