Method Community

I have had this problem once or twice before so I'd just go into QuickBooks and turn the estimate into an invoice there, but I'm trying to get away from doing anything in QuickBooks and only doing things in method. I have only noticed this problem with large work order being converted into invoices. I have written an estimate for a ...

Hello,     I've had a similar question on the Help Line and seen other customers customize the list to their own advantage.     The Customer and Contacts List is a list of Contacts sorted by default alphabetically.  With customization, you can either change the sorting order and/or add a new column.  ...

Hello James,    Unfortunately, I know of no list that has what is and is not included in Method.  Mobile is limited in v1.    Version 2 is going to be the answer to get Method mobile.  When the beta comes out, it will be for mobile devices and be optimized for mobile devices.  Version 1 is still the version to ...

I noticed an issue using the Google Voice Chrome extension. When the extension's option is enable that turns phone numbers into active call links on a page, all my phone number fields (text fields) on the screen cause errors (due to length of data in field) in Method upon saving and persisting data. It's obviously due to the GV extension ...

My question/concern is the way data is entered and displayed on the the main customer/company/contact page. For instance, if I go to the customer edit tab to enter data and I enter the customer name on the left and then enter the contact name on the right, The "Contact" name appears on the top line of the company/customer/contact page ...

”February” version now available The following updates are available on the staging site, as of Feb 5th.  You can access the February version by clicking "Switch to the February Version" when you sign into Method. Performance improvement - In cases where generating a report takes a very long time a separate web ...

  Unless you have the wonderful problem of a phone that’s always ringing, as a small business owner, you rely on your website to pull in new leads.  This is especially true outside of business hours.  So how do you get your website to be a digital version of your top salespeople?   Avoid these 3 common mistakes and ...

Hi Francisco, Couple question: 1) When exactly do you get the error? Is it after you try and add an item? 2) Are you sure you haven't set the "Remaining Occupancy" field to "Unique"? Naeem

Hello Sandman,     I have looked into registration in Portals and how people register.  There is no Portal login table or checkbox that says they can log in.  It's all managed simply from the Contacts table.  I see you posted yesterday and Ben gave a suggestion to put the PortalUserName on the screen.  You ...

I have a customer that wants to deactive there portal. They do not want to have access to there account anymore online. How do I delete there Username and password?