Method Community

Hi RadioGuru, Unfortunately there's no setting that you can change to make this the default behaviour. If you want to avoid having so many tabs open in your browser, what you can do is actually drag the link to a currently open tab, and it will open inside of that tab. So instead of just clicking on the "Add Activity" link, ...

Hi RadioGuru, The easiest way to do this would be for me to put in a request to reset your Method account. It will restore your account to the way it was when you first signed up, prior to syncing, so you'll lose any activities, as well as any custom fields, screens, or tables. If you would like me to do this please email me your ...

Hi viret56, Try doing a full sync to start off. Go to the Synchronize tab link under the QuickBooks tab in Method and click on the Sync now button to the right of "Full Synchronization". If that doesn't do the trick, try making a slight change to a sales rep from within QuickBooks, then performing a changes-only sync by following ...

Hi retrotel, You should be able to clear the form by clicking on the More actions… button on the bottom of the screen, and then clicking Clear / New. This should work to clear all the fields on both the Sales Orders and Invoices screens. Hope this helps. - Justin