Method Community

Method Platform updates New - 'Method Coach' now sends you notification emails when you complete setup tasks and recommends your next steps.  Read more: http://miurl.cc/Coach New - Resolve Conflicts now has a Clear link to ignore the conflict, and a Clear All button to ignore all conflicts. New - You now have the ability to ...

  At Method HQ, we've talked for some time now about having a "Method Coach" feature.  Most of the discussions start with big, bulging eyes and a "Wouldn't it be cool if..." declaration - but to be fair, being a tech company full of imagination, a lot of other conversations here start with "Wouldn't ...

Customers and Contacts List New - ‘My Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online) New - ‘My Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and QuickBooks Online) New - ‘Shared Inactive Customers and ...

John-  The issue with the comments section should now be resolved. Let me know if that is not the case. -Michael

Just to update this thread, this issue was resolved. -Michael

Greetings, When saving and emailing invoices and estimates from method, some of my customers are not getting those email. If i send the estimate or invoice from Outlook and add the invoice as a attachment then they get it.  I ask them to check their spam folder, and about 50% of them time it will be in there. Can they call their ISP and tell ...

We are a service business. Our work is done at customer sites. How can we customize certain forms such as estimates, work orders, sales orders and invoices to include customer "Ship to" (what we call "site") addresses, contact names and phone numbers? 

This should now be working! Let me know if that is not the case. -Michael

Converting Estimates to Budget / Contracts A new Estimate screen (tab-link) added to create Estimates and quickly convert them to Budget / Contracts. Budget / Contacts New feature to load templates (described in detail below). Platform update now ensures budget lines with decimal values will display when creating an invoice from ...

Michael, Sounds like a plan. I will get back to you about having you do this project. John M