Method Community

Hello, I’m noticing that when we leave QuickBooks and the Method Integration Engine running for a few days, it starts to run really slowly and sometimes become unresponsive. That machine is a server that has backup software that runs at night. Has anyone heard of backup software causing problems with Method and QuickBooks? I'm ...

Is there a way to change a contact's Contact Type? We often have first contact with someone other than the person we will eventually bill for services, but the first contact ends up going in as the primary contact for the new lead. Then later on we will have to change it to the person we actually send the bill to, which will cause problems ...

I may be missing something, but I'm pretty sure the Job of Customer box specifies the Customer, not the Job. Say for example I have a Lead called "Bob's Company" and Bob tells me he'd like to work with me. If I open "Bob's Company" and go to the Job of Customer box and type "Bob's ...

Hi Chad, Thanks so much for your detailed reply. I made a flowchart showing what I understood from your info. We do everything by Customer : Job even if a customer only has one job, so I have a step where we rename the Lead to a Lead : Job when they express interest in working with us. Does this look correct? Or should I keep the Lead and ...

Hello, Where can I find a paper or video about the best process flow for Method? There are some in-depth videos about how to use each feature in Method, but I'm looking for something that shows how to use all the features together. For example, Biff the sales guy gets someone's card at a networking event. So he enters this person into ...