Method Community

We had an issue last week in which a credit card # was updated in the payment field of a customer (NOT A LEAD) and the # did not encrypt. After I copied and pasted the updated card #'s into QB, the numbers and processed, the card number became encrypted in Method. I changed the card to not compromise the client. The name of the customer ...

I am unable to update my database as before. I have been routinely updating my records by copying names and fields (Name -- Field Name yes / no). I simply  copy my data to the clipboard and normally get an import error. This gives me the opportunity to match "unique fields". This step does not come up any more. I just jump back ...

Hi Ronen, II am upgrading our sofware and want to make sure I'm covered. Let's keep our fingers crossed that a backup will not be needed. 

I export my Method file quite often in CSV format so I can access a backup when I need it. SInce this is .csv, I cannot backup the picture files. How do I back up the complete file? I want to do complete backups in the event of disaster -- I am about to upgrade my QuickBooks file and I have a history of strange things happening.

In other words, the field is disabled once the new customer record is saved...but before it is saved, our reps can edit the field. Will the field be viewable if it is disabled? The field needs to be viewable at all times.

Thanks...I seem to come up with the most peculiar situations, so I will keep my fingers crossed and give it a try. I am looking forward to upgrading!

Recently, we decided to make the Sales Rep field read-only. What this means is that the field is frozen when a new client is entered. This scenario will be a management nightmare -- this will mean that our sales force can only enter their lead's information but will be unable claim their lead without notifying an administrator. Is there a ...

Greetings! I would like to check to find out if there were any compatibility issues with the newest release of QB Enterprise. When I upgraded to Ent V 2011, my entire database became disassociated -- all of my QB transactions lost their names! I was able to simply reconnect the backup with to Method using Ent 2010 with no more strange problems. ...

Thank you. It works now.

I'm confused. Value on which screen?