Method Community

Thanks, Ted. Is this something that you can do? If so, what is your charge?  

Hello, Can you please provide me with step by step information on how to encrypt and decrypt data. I want the credit card information to be encrypted when the data is entered into method and want it to show as encrypted when data entry workers/ sales reps/ etc users are viewing customer information. And I want it decrypted when Administrators are ...

After synchronizing Method with QB, there are several duplicate contacts. For every job in qb, method creates a contact. Is there any way to fix this so that the jobs collapse under the main contact?    

Ok, thanks much. I will wait until that plug-in becomes available, because we do not currently use Outlook. I am excited.. hurry up and get that plug in activated!!! :).

I am looking to track each customer's emails in Method. Our clients send emails for quotes, orders, complaints etc, and I want to track them all in one place. Sometimes they send emails regarding the same issue to several employees and it would be good for everyone to see all the communication that takes place. Or sometimes, a customer will ...

Please let me know if I have this straight, because I am a bit confused. I am going to use Google Apps Sync because my company currently uses gmail and I want to sync gmail with Method??? Google apps sync will synchronize my gmail with Outlook, which will allow me to synchronize my email with Method???    

- Ok, great. I will look into the Google apps sync and see if I can figure it out. - We have a paid business version of gmail. -Thanks for your help!      

Hello, I see that there is a way to synchronize Outlook with Method. Is there a way to sync gmail with Method?  

That's the thing. I am importing it. I tried it as a csv file as well as txt file.

Hello I am getting the following error while attempting to update my customer contact list. Please help.   ERROR:The CSV appears to be corrupt near record '16' field '108 at position '991' TIP: Your delimited data could not be understood. This is probably caused by an uneven amount of delimiters in each line. For ...