Method Community

Hello - I wanted to REALLY EXPRESS how frustrating the issues created by the throttling implementation was for us. When we previously used to invoice services through Method we experienced unresolvable and seemingly random errors and the process took hours to complete. To fix the issue we worked with Mark Crews to create an "offline," ...

I am trying to figure out the best way to use the lead/CRM status. Does this make sense? Leads are open and active when being worked. If you associate and opportunity with the lead and win the opportunity the lead is converted into a customer and is no longer a lead - it goes away. If you never get in touch with the lead you change the lead to ...

we have multiple QB files. Is there anything that prevents the synch engine from synchronizing the a method database with a non-corresponding QB file?

Good Afternoon: I have about 4 different QB files - Enterprise - for different companies. I open the PWC QB file and Synchronize the synchronization engine says it's synchronizing with the FFX database. When I open method though all the data is from the correct PWC file. So in other words - the synchronization engine is not correctly ...

 Amanda - Thanks for the help. Does this mean that the end of month batch invoicing option is not available in Method as it is in QX? Jacob

In Qxpress you are able to do batch invoicing either at end of the month. We are switching to monthly pre-billing (same amount each month). Currently, we do end of month batch invoicing. Does method support either of these options or just invoicing per job? Thank you - Jacob

 Wow! I am blown away by how fast mapping is! I understand you are just rolling this out so no complaints. Will there be the ability to customize the order of the stops at all? Have a great evening - Jacob

 Paul - It's active now. Sorry - I didn't understand before - my mistake -  Jacob

Paul - Certainly I would appreciate it if you would be able to do this. Please just let me know which account you associate the new screens with. I'm very excited to get all of the FO's onto the new system. As always I appreciate your help. Have a nice day - Jacob