Method Community

If a business has many different locations, how do you enter the different locations into Method?

So far the 2014 Sochi Olympics have been incredible to watch.  The victorious wins, the heart breaking falls, and just knowing millions of others are sharing in the experience is pretty incredible. While I am no Human Resource expert, I truly believe athleticism produces so much more than strong muscles and Olympic medals. If your team is ...

Hello,      The best thing to do is give us a call on the support line.  The number is 1-888-925-6238 x2.  We can take a look at the issue and resolve it. It's hard to diagnose without taking a look.      If I were going to diagnosis it, I would check the Google Gadget settings in My ...

Hello Team.  I am new to Method but already love the gadget.  I have been adding new leads as I receive emails but these new leads are not showing up in Method.  Any help? Thanks, JL

So, is this simply a case where the Method field and the QB field LABEL need to be the same? In the QB Customer table, the "CustField1, 2, 3...etc." columns will always be there, but it appears if I make the field NAME/LABEL the same as a Method fieldname, the syncing will happen. Am I correct?

Actually, this is not the case - they appear to be linked. I did a test: I updated the field labeled "Program Level" in QB (which had an actual field name of CustFld1) for a certain customer, and that change translated to the "Program Level" field in Method. So they ARE linked. I just don't know how I did it before. If ...

Hi Aaron, I am not too sure what is going on here, technically you are correct in the sense that if you choose Method to assign ref numbers, then they should be created in sequence.  The only way I can really see this happening is if someone changed the invoice number in QuickBooks, then Method saw this new number and created all future ...

Hello,    The action is called 'Assigned value to action result'.  You can find information on it in our Help Center.  It's straight forward to set-up.  When you have the Action Properties screen up, you give the Action Result a name, choose Value From Screen and select User - Sales Rep Initial.  This is ...

I am already using that exact mail merge command, however I notice that when I pick different contacts it does not pull in the correct first name.  I always draws off the main first name on record.  How do I draw the name of the contact I am working with.  I select the "New activity" from within the contact ...

Hello Mike,    It sounds like you have it correct.  It will save to your StaffAccountStatus and CustFld1 if you have a 'Save All Sections' or 'Save Sction' on your save button. - Greg