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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Quickbooks Enterprise 14 US
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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
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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 ...
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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 ...
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