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this has been a problem for me in both Method Classic and Method New. Currently, I am working on an opportunity for a business that has two partners. Closing the sale requires activities with both of them; however, (1) the opportunities screen does not let me add the second partner to the company and (2) Method displays an error message ...

The problem is that the name of the job in the customer/job data structure does not appear on your customer list new Method. Customer/Job information is present in Method:Classic. Also, just saw that Method:New continued to list customer/job instances for at least one job that I set to inactive.  There should only be 5 instances, not 6 ...

It is difficult to distinguish which contact in Method is associated with which job. This is a particular problem with finding the proper customer/job ciombination in the grids. Customer name will appear multiple times -- there is no information about which job is associated with, say, the second or third instance of a customer. Can work ...

Have a new client who has a holding company and two subsidiary companies (with more to come), each one having a different EIN. I seem to remember a Method feature called 'Groups' (I think that is the name) that reminded me of the structure Joe Woodard has with his businesses. My client needs to access the individual EINs as well ...

I have a Google Apps for business account. Last year I migrated outlook.pst to the cloud using Google Apps Mgration, Google Apps sync and Google Calendar Sync. Afterwards, I added the Google Gadget (the purpose of this whole exercise). This arrangement works great with my desktop, Method, Droid and iPad.  It looks like ...

You mean Gmail Gadget is the same as Google Gadget?? I have seen this screen before. If this is true, it looks like the lead has to send me an email in order to activate the gadget. This opportunity came in a phone conversation.   In the meantime, I entered the contact information from Outlook into Method.   In another ...

Have been using Google Gadget for about a week and noticed that it works for known customer/leads. I have a new lead who is already in Outlook/gmail contact  folder but not yet in Method or QuickBooks. Would the Outlook plug-in fill in this gap?

Val, Thanks for your help with problems in the opportunity threads. The screens are working fine now.