Method Community

  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.

Hello All, We are a service business with several crews on the road each day. Part of our work flow is to send a customer satisfaction survey to our customers via email at the end of each service call. We are currently doing this manually using sogosurvey but ideally, I would like to automate this task when a work order is marked as ...

Hi JWS, Just for some foundation, there are two main ways to populate the reference numbers for your transactions, either have Method create them or QuickBooks.  There is an option in Method, located on QuickBooks->Sychronization, towards the bottom of the screen you will see a label for "Assign Ref Numbers in Method"? ...

Excellent, worked like a charm.  Thank you for your help.

Thank you for getting back with me.

Hi VLocke, Unforunately there is no way to make a copy of an existing table in Method.  You would have to create your new table, and add each field manually. -Ben