Method Community

Hello Mike,     When you create an estimate, you can select 'Email notification when saving?'.  This will send out the estimate to any contacts under the customer that does not have 'Opt Out Of Billing?' checked.  To figure out what contacts have the option checked, go to the Customer edit page and choose ...

Hi guys, I've read the post where Method_Paul mentioned that Quickbooks invoice templates don't get synced on a changes-only sync, but do should sync on a full sync. However, I can't see our Quickbook invoice template in Method (Customers >> Invoices >> More actions >> Customize print templates). I've done as ...

Hello,     This is a known issue with Internet Explorer 11.  It has been fixed in the February version.  You can do one of two things.  One, try Firefox or Chrome.  Two, switch to the February version by clicking on 'Switch to the February version' at the bottom of the login page.  The February ...

Hi Wildliferemoval, The reason this happens is because work orders are setup by default to only show in the Field Servies app, and are meant for the customer and not the contact. So when you view them in the Activity screen in the CRM, where a contact is required, you get what you are seeing. You can however add the contact to the work ...

When I double click on a customer in calenders the page shows up with a wide upper and lower blue boader and a narrow center to work in. how can i fix this. I tried to put a picture on to show but could not figure out how.      

Greetings, Yep there is.  I do this all the time. I have a customer that i have 3 contacts with.  Each contact gets the estimate but only 2 get the invoice. go to Customers then contacts.  John M

That was the issue. thanks

I've reviewed previous posts and am hoping there is a different answer now to this question.  I want to be able to use method crm to authenticate users into a "Client Only" portal / website / content management system...Which CMSs have an easier or best integration with MethodCRM? Looking at:  Sharepoint, Joomla, Drupal, ...

Is it possible to email an estimate to an alternate or evene 3rd or 4th contact with in a Customer/Company instead of the main contact. Thanks Mike

Hi SalesMan, I do believe I know what the issue is you are experiencing after the Sync Engine Update, this shouldn't have anything to do with your "mistake #1".  When you perform the update, you need to have QuickBooks generate a new "Method Sync Engine" Certificate.  The only way this Certificate will get ...