Method Community

Hey Eric, You have to get your Method Coach to give you access. I have sent her a message to follow up with you. -- Loi

Hey Rick, Sorry for the late reply. When you import your invoices, it creates new RecordID's that the InvoiceLine records will not match up with. You will have to go into your InvoiceLine file and make sure to adjust the InvoiceRecordID's so that they match up with the correct Invoice RecordID's in the invoice ...

Hey Mahlon, I just tested this by creating a new activity from an opportunity and it does seem to choose the default one set in the activities preferences. Is this still an issue for you? -- Loi

Hey James, Can you email me or direct message me your account name and also be sure to have MethodSupport turned on for that account so I can take a look? I wasn't able to replicate your issue. -- Loi

Hi Scott, From Method there isn't much we can do until the matter gets resolved. You should be still able to locate your customer in QuickBooks Online as customers cannot be deleted and are marked inactive. In QuickBooks Online you can show your inactive customers by going to the little gear which you can find in the top right corner of the ...

Hi Vectra3, Are you still having a problem with creating a work order? Were you in the correct screen? If this is a problem then I can have one of our support reps to reach out. -- Loi

Hey Mahlon, Can you have the user disconnect their Google account from Method and then try signing into Method again from the signin page? Maybe a reauthentication will resolve the issue. -- Loi

Hey Jorge, Are you looking to completely remove all traces of invoices from your Method account? If I recall correctly, you use QuickBooks Online which will not let you disable Invoices from syncing but you can customize Method to hide the invoices. You will have to edit the CRMQBO_EditCustomer and CRMQBO_EditLead by removing the invoice ...

Hi Bigshotpromos, In your work order list forum post, I told you about how Work orders is a activity type. You just need to add another type called tasks and also be sure to have them set to "Show on calendar". Then what you can do is customize the calendar in step 7 to show both activity types (the steps are very similar to the ...

Hey Vectra3, If you set the transaction history it will only show the past transactions that took place in the last 365 days. if you need older transactions then you will have to increase it to 730 You need to have administrative permissions on the computer that you install the Method Integrated Engine on and also be QB admin when you first sync ...