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  • Gmail Gadget for Method CRM has been released

    Attention Google Apps and QuickBooks users! Google Apps has rapidly become the destination of choice for small and medium sized companies looking for hosted email, online spreadsheets, and a shared calendar. Even at Method HQ we dumped our Microsoft Exchange server, switched to Google Apps, and haven't looked back. It's one less thing for ...
    Posted to Blog (Weblog) by Method_Paul on 07-18-2012
  • Server Maintenance - Sunday July 22nd

    The good news More and more companies are jumping on Method, and we're seeing a steady and consistent user base growth month after month. We don't do much advertising, so we can attribute most of this growth to word-of-mouth. So, THANK YOU for spreading the word and letting other small businesses know about Method! The bad ...
    Posted to Blog (Weblog) by Method_Paul on 07-17-2012
  • Re: Error Failure on initial Customer export

    Aaron - we checked the logs, and there was an issue with exporting one of your QuickBooks custom fields that started with a number rather than a letter. We've resolved it, so you should be okay going forward. Paul
    Posted to MethodAPI Q&A (Forum) by Method_Paul on 07-16-2012
  • Method Platform Updates - July 13, 2012

    "July" version now available The following updates are now available on the staging site.  You can access the July version by clicking "Switch to the July version" when you sign into Method. Note: you'll notice the July version is light in changes. The developer team is being focused this summer on some longer term ...
    Posted to Release Notes (Weblog) by Method_Paul on 07-13-2012
  • Re: Add Activity Error :(

    Great to hear. We're going to work that into the system in some way so that we can at the very least give a graceful troubleshooting article in situations like this. By default, I believe IMAP is turned on, it's just invisible in the settings interface (otherwise we'd be having a heck of a time with onboarding users!). Cheers, Paul
  • Re: Add Activity Error :(

    Thanks for trying that out. The exact error we're getting is "xm002 NO [NONEXISTENT] Unknown Mailbox: [Gmail]/All Mail (Failure)" The gadget is hitting your All Mail folder and requesting details of the email you are on, so that it can pull out the names of attachments. And in response, it's getting back that the mail box ...
  • Re: Add Activity Error :(

    Victoria - We're getting weird errors from the gadget on our end, and it's probably YOU! :) Researching the error took me to this site: http://blog.showzey.com/post/389742346/workaround-for-unknown-mailbox-gmail-all-mail  Can you run through those recommendations and see if they solve it for you? Do me a favor - if it does solve ...
  • Re: complete over the top of my head

    Same deal there ""Property:9 Chel Clois Sloane Av SW3 3DL" has a colon in it. It's just taking the raw data that exists for that customer, nothing fancy going on behind the scenes. I bet if you look at this customer's account, you'll see the "Customer Name" in Method is ""Property:9 Chel ...
    Posted to Method General Q&A (Forum) by Method_Paul on 07-09-2012
  • Re: complete over the top of my head

    Translation: QuickBooks doesn't like the colon ":" in the name you created. "78 COMPASS HOUSE:IMPERIAL WHARF" Might be better as "78 COMPASS HOUSE - IMPERIAL WHARF" Try putting in "78 COMPASS HOUSE:IMPERIAL WHARF" directly into QuickBooks, and you'll get the same attitude, but probably a much ...
    Posted to Method General Q&A (Forum) by Method_Paul on 07-09-2012
  • Re: How Can I Delete an Activity Type?

    1. Hit the "..." next to the Activity Type dropdown. 2. Select the one you want to delete. Be careful....keep the one that came with Method! This is the one with the description "Typically used to record customer meetings, business meetings or scheduled appointments." beside it. 3. Click More Actions... > Delete Activity ...
    Posted to Method General Q&A (Forum) by Method_Paul on 07-07-2012
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