Method Community

Hi there Joel. Either Tags or a Custom field would work fine for your purpose here. Although I would say tags would be a more robust option considering you are trying to categorize your contacts by multiple metrics. This sounds like a great project to scope out with our Professional Services team - If you havent already had your free hour ...

Hi ghawton, Thanks for reporting this one - I'll make sure to bring it up with our product team for a future iteration of the screens. All the 'List' screen Views are filtering out the App Specific Activity Types, so it would be good to keep the consistency. Thanks ghawton! -Ben

Hi April, Hmm thats a strange one, dont believe I've ever seen that error before! I'm looking in your account at the moment and it appears the conflicts have disappeared. Are you seeing this error, or any errors at all on the Sync engine itself? Thanks April! -Ben

Hi there, The Update button by default does the equivalent of saving, and refreshing the grid. However you can have actions which are set to trigger after this has happened. Have you tried using the Actions after Edit actionset on the grid itself? You can find this by editing the grid, and clicking next until you hit Step 5 of 9: Allow ...

Hi Kefpa01, Very sorry to hear you are experiencing some difficulties with our screen designer. Completely understand the frustration!  I havent received any other reports of users expereincing difficulty copying screens - so it may be account specific. Would love to dive in and take a look at the screens myself if ...

No problem at all Dave! - Glad to hear we could get everything sorted 

Hi there Dave S, Thanks for the update! Taking a look into your account now - I can see where the disconnect is here. In the Contacts app - the Edit Enity and View Contact screens are based off 2 different tables, Entity(Customer/Lead/Vendor etc..) and Contact respectively. On the View Contact screen - where you are ...

Hi acspw, Can you tell me a little more about your Windows environment? Are you currently using a server variant of Windows? If So - I'll likely need to send over some specific install files used for Windows Server. Shoot me an email at b.hargreaves@method.me and I can send you over those files. Thanks! -Ben

Hi there Brian, Sorry to hear you are having troubles! When the sync engine logs out - are you seeing any errors display in Windows? Is QuickBooks shutting down at all? You may just need to reinstall the sync engine to get this working again - You can find the complete Uninstall Steps in This Help Centre Article Thanks Brian -Ben

Hi there TomH, How long roughly are we talking before the Estimate 'disappears' from Method? Are they still visible in QuickBooks? Its possible these Estimates have simply fallen outside of the Transaction History which Method Keeps for your Quickbooks Transactions.  By default - a 31 day Transaction History is ...