Method Community

Hi Jeffrey, I think its important to separate what a 'Contact" is from a Customer or Lead.  Are they new or potential customers or simply the additional contact info for already existing customers or leads? I'd recommend going through our Help Center and specifically our Leads section, to get a better understanding of the ...

Ronen, I am also in need of this feature. I would like the option to have my Field Services Calendar set up to default to showing the schedule for my service crews as oposed to my calendar.  Thanks, Steve

Hi Linsday This is one of the primary features of AERO.  It's a method add-on and can be downloaded from Method's app store. http://method.me/crm-quickbooks/add-ons-app.aspx?app=AERO+Workflow+Management+for+QB+Desktop

Krp, It wasn't just you -- unfortunately we dealt with some server issues on and off throughout the week this week. Things look stable for now, though.

I don’t know exactly how is that going to work, but you can get a time tracker which I am also using.

Good Day from Rochester NY! I m working on importing my contact list as I am a new user.  I have a question about the note field associated with a single contact.  I have about 9,000 contacts, and each one have several notes.  When I setup the import, do I import a single contact with several notes or do I import several contacts ...

hi WaveTec, Sounds like a great process.  If I get you  - you have one actionresult which is combo part#/description.... With that  result - set up a new actionresult which joins this to build your list.   try using the char function --join with line break.. Then when you put into email body...one ...

Is it just me or has the connection to method been slow this last week?  In the time it took me to pull up this page and log-in to the forum My connection is still "Thinking" its been like this most of the week? Anyone else?

+1 This is a feature I would really like to see implemented in a future release, along with the ability to create global functions and some way of doing a for/while loop.

So if it is a Method-only table I should use 'view' and if it is a QuickBooks table I should use 'viewacc'. I'll keep that in mind. Thanks for the help!