Method Community

Hi Steve, You actually have a few options available to do what you are trying to achieve through Method, so the answer is, yes, this is definitely possible.  The simplest way, would be to add an action to your WorkOrder screen, so that when the work order gets 'saved' after being marked as completed, you will automatically send an ...

I see that you can add tags to individual contacts within a company. I'm interested in making separate tags for businesses. For example, I have already separated out "retail" and "wholesale" in customer type. However, within that, I'd like to add other tags like "co-ops" "cafe" "chain ...

Is it possible to use a group item in an estimate in Method and insert additional rows as needed like you can in QuickBooks.  For example, the group item may have 6 items by default. On the fly I decide to add the 7th item, but I want it grouped with the other items and do not want it to print on the customer estimate. In this ...

Also, to confirm, I have tried this through Method CRM as well as Method API. Neither option clears the data. I've tried every possible non-printing ASCII character, decoded HEX, HTML characters and special characters... nada. Nothing. I am very interested to know how Paul and David actually accomplished this as mentioned on the first page of ...

I would very much like to know if there is a solution to this yet. The idea that there is NO WAY to send blank data to QuickBooks is preposterous. I've been told repeatedly for the last six months that the dev team is working on this yet still no solution. Are the devs really not capable of solving this issue? Or, is it simply not a priority?

  Hi there again, this is Adam from the Support team! For this blog post, I thought I’d talk a bit about incorporating multiple currencies into Method:CRM. In QuickBooks, you can enable a feature to allow for transactions in foreign currencies. This works great for businesses who have customers in the U.S and Canada, or overseas. ...

Hi VLocke, As long as you are creating the table and fields from within Method, you shouldn't have to worry about this new table (let's call it "Customer2") syncing with QuickBooks.  Method isn't able to create fields/tables and have them sent to QuickBooks.  The only time this is even remotely possible is ...

JWS. I have clients ask for this all of the time. You would have to do some customization on the Create Invoice screen .   So that the SO number is populated as your Invoice refnumber.  The huge challenge with doing this is that ALL invoices created from SO's would need to be done in Method. If you generated in QB, QB would ...

When I make a new table - the Customer Table - is there anything I have to be concerned about - like the fields that sync to QB?  I would just be using the table to test - I don't need or want the fields to sync with QB.  Thanks.

I have an action that attaches a Document to a Send Email action. In the February version of Method the document is not being attached. I just tested it side by side with the October version and that October still works but not February. Please fix.