Method Community

We are having issues with the synchronization of customer contacts in Method and Quick Books. We have the main connect  but we cannot get any additional contact entered in method to sync with Quick Books , If we add a new contact for the customer in quick books when synchronized with Method the contact is ...

Hi TazaMax, From the Method point of view, there really shouldn't be any issues with upgrading from QuickBooks 2012 to 2014.  As long as you are using the same Company File, the process should be smooth.  If for any reason your are also switching Computers to run QuickBooks, you will have to Reset "Computer to Sync With" ...

So now that I've put heaping gobs of labor into customizing Method to fit our company, I'd like to know (really should have asked this question before) what mechanisms are in place for Method to protect my customized screens if something goes haywire with your system? I have seen the Security statement that talks about backup of our ...

Hello all, I get this message when I save information in the Customers/Invoice screen.  What I would so is enter in some shipping data and then hit save.  Once I hit save I get the following error: Error^Action Sequence Order:5^The criteria to retrieve value from table did not contain a value. The field used to retrieve the value ...

The issue iI am having is there does not seem to be clear definitions between what constitues a case and what is just an activity. Or how somtimes items are just entered as activities and not a case/opportunity. Does someone have a flow chart that would show the questions that should be asked to determine how iI need to log an email or ...

Hey CF, Apologies for delayed response. I've been looking into trying to replicate this but, haven't been able to, the basic mail merge should work. Do you mind giving our support line a call? This is something we should go into your system to figure out.

Issue resolved.  CRM doesn't populate the tax code from information contained at the customer level, it populates it based on the tax code from the item list.  

The Method field "Program Level" existed first and was not linked to QB. So I think I created a custom field in QB and since this was the first one, any data for this field (entered directly in QB, not linked to Method) went into CustFld1. It appears that if I make the QB field label "Program Level" for the CustFld1 field, ...

Hello,      In my knowledge of databases, this would not be true.  Whatever you name the field in QuickBooks is what the name will be in Method.  You may have two Program Level fields in the table or Method is only showing one.  It's not a good idea to use the same name as a field already in the ...

We'll be upgrading our quickbooks from version 12 to version 14 soon, and I wanted to check if there was anything we needed to know or do to make the transition a smooth one with Method.