Method Community

Hello Mike,     In reminder, you can not have a custom field carry over from Method to QuickBooks, but you can do it from QuickBooks to Method.  Once you add a custom field to QuickBooks, it should become available in Method to use.  Try a manual changes-only sync if you don't see the field in the table on the Method ...

How do I make it so limited info shows up one a grid column (Contact/Lead/Company) when the Rep logged in does not own the lead? If the rep that is logged in, it should show everything on the grid column.  This is obviously the shared active lead contacts view. I want to show this if the rep logged in owns the lead '<b>' + ...

There are 2 fields in the Method Customer table that I want to see in QB: CustomerContactType and CustomerContactRole I have created 2 Custom fields in QB for this purpose: CustFld2 and CustFild3 How do I point the 2 Method fields to the QB field? Do I need to manually populate the values? If so, how do I link them? I have done this before, and ...

Hi Shawn, I tested this out and the calculations are consistent with QuickBooks.  I believe what you might be seeing is the difference between how Markup and Markup% are calculated.  While Method has an amount field, this is actually the total for the estimate line.  The amount field you see in the screen below is the actual amount ...

  Hello, and welcome to another Method CRM blog post written by me, Errol! I haven’t written a blog post in a very long time. Lynda has favourites and I’m not one of them. Ha! I’m kidding. Anyway, I have so many things that I want to talk about. For example, did you know that in our Help Center, I have listed out all ...

Aloha Stuart, We are able to offer assitance in using the MethodAPI in the MethodAPI forums here (which is monitored by our development team), but we do not offer phone support for the API.  If it is imperative you get this functionality working in Method, I would suggest you reach out to one of our Certificated Method Solution ...

Hello Dan,       You can take the standard Sales Order screen and the given drop down for Customer and add your CustCode as a viewable option.  This way users can search for both the Customer name and Customer Code.  You can find these options in the Customer:Job drop down properties in Step 4.  In the stock ...

Aloha Everyone, I am looking to use the Call Web Service action to execute a PayPal API that will allow me to send information to PayPal so they can create and send an invoice.  Is there anyone that would like to chat about this on the phone and possibly help us implement this functionality.  We are not up to speed on API's so we ...

Quickbooks Enterprise 14 US

Hi Shawn, The estimate line amount value is done with back end calculation.  Which version of QuickBooks are you using and which region (US, Canada, UK....)?  - Adam