Method Community

@Skye - I tried this on a couple accounts and couldn't reproduce.  We did do an update of the screen overnight, which might have caused the need to do a sign out and sign in if you had left Method open.....but you said that you did that already. Do you know if you are using the April version, or March version? (when you sign in, it ...

Thanks Paul! That makes sense because the months are locked and any modifications would be password protected.

I have been working with the report designer for a while now and I am trying to create a Bar Stacked chart showing the number of Opportunities Won and Lost broken down by month with one bar for each month. I have tried using the data filters in the Data tab but to no avail. I seem to be able to either get it to show the win loss ratio for the ...

On Invoice/SO/PO screens, Method handily allows us to mark emails to be sent automatically in Quickbooks. Of course its the limitations of QB that brought me to Method in the first place! QB's email templates are extremely limited (plain text only... what is this, the 90s?), and you can't attach multiple reports to an email like in ...

@Steven - yes this is possible.   However, one word of caution: don't update invoices that are outside the closing date of your QuickBooks file.  For example, if your QuickBooks has the books closed as of Dec 31st, 2011, then make sure the invoices you update are Jan 1, 2012 or greater, otherwise you'll get mucho ...

Is it possible to export the field “IsToBePrinted” from the Invoice table using the Import / Export integration tool feature?  We have several invoices that were not unchecked in Quickbooks for prior periods.  Since there are so many, we are unable to print our invoices using the batch feature.  My goal is to ...

So just to update my post on this thread, I did get the general email settings to work by disabling SSL. This has not changed the fact that I cannot access Sent Emails via Outlook. After learning a little about the POP3 and IMAP protocols, I understand that this is because we use POP3, which is limited to accessing the inbox of my webmail ...

@MisterBill - we checked it out yesterday.  It looks like only the Calendar screen was designed to handle the "Include First Line" mapping preference.  The Work Order List was never designed to handle it (this was a miss on our side). So my assumption is that previously you were using the calendar screen to do mapping, and ...

jnairn, Since Method CRM is contact driven all of you QB customers / jobs are also listed as contacts. What you're seeing is the contacts for the actual QB customer as well as the contacts for all their jobs listed on the one grid which is normal. If you really wanted to, you could create filters and different views for the grid to display ...

OK.  Can you elaborate on how to create a button or provide a link to a webinar/tutorial that can explain this in detail? Being able to select contacts with a check mark box (think gmail/yahoo mail) and having a delete button could be something that really makes your product (Method) something that non-programming salespeople would ...