Method Community

Hi Lance, If you haven't already heard, we've been very busy lately working on a re-haul of our Method CRM platform with a heavy focus on mobile use and friendliness on iPhone, iPad, tables, and etc. You'll be happy to hear that one of the first apps is a contacts app and are very close to a soft beta release with more ...

Do you post a road map of upcoming feature on this website? I'm dying to know what is going on with the develpment of apps. Can I have a play by play? ;-) What features do they have? When are they expected to be released? I would love to be able to have a method contacts app. That way i could just click on the app without logging in. Search ...

Given the very large number of clients we service, we use a system of short codes we call "CustCode" in place.  Most typically, these are 3 to 5 letter identifiers, similar to what you might expect for the 3 letter identifiers used for airports.  Rather than type in a full customer name, we will type in the short CustCode ...

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I need help figuring out where the caluation for the estimate line amount comes from.  It appears to have an error (either by code or operator). When I enter in an item with a qty/cost/markup it appears to have the math wrong. My thought as to how it would work would be qty*(cost+markup) but it appears to be calculating it qty*cost + ...

  While there are common functions in both Intuit products, there are also functions found in QuickBooks Online not found in QuickBooks Desktop, and vise versa. There is a misconception that QuickBooks Online is just the cloud-based version of QuickBooks Desktop; however, this is not the case.   So, it’s important ...

Hi James, I did a test in my own account, doing my best to replicate what you are suggesting. It appears to be working for me, but I would like to confirm what I have done is similar to what you are attempting. I created a new screen based off my Customer table, then added a Customer grid, I included fields Sales Rep, RecordID, and Customer. ...

I've created a mobile screen called 1RPS_Time_Clock_Helper(Test) which I would like to use to "clock in/out" training employees.  The trainer will open the screen and use the dropdown to choose which trainee/helper to have filtered within the grid.  I've created an action to change the grid filter to ...

James - honestly, I've been saying "weeks" away for "months". So, yes it's hard to say. But I'm now say "days" away instead of "weeks", if that's any indication! Paul

I realize that plans can always change; however, are you able to tell us when Method plans to make Version 2 beta available for use?  Again, I know the date can always change but it would be helpful to know if Version 2 is months away vs. years away.  If we are talking about a few months, then creating an "is/is not" ...