Method Community

For the google gadget is there way to change the default number of follow-up days.

I have a question regarding storing credit cards in Method.  We do monthly billings to our customers, some that are flat rate over a twelve month period, and others varying amounts from month to month.  I have set up a payment gateway through Authroize.net.  I am also syncing with Quickbooks, but do not use the Intuit credit card ...

All our "customers" come from QB. We then follow up with them to re-order. I use the CRM to sort the customers for the sales reps to follow up. BUT the sales rep field can change when the customer  re-orders from a different rep but I still want to the customer to "stick" to the same sales rep for customer ...

OK, that works, but now I have another issue: The grid I'm looping through is based on the Contacts table and is filtered to show "parent" entries only (ie. ParentFullname = blank). What I'd like to do is loop through the checked rows in the grid and update the following: The parent entry All subaccounts where the subaccount ...

Thanks Adam.  Yes the problem has been resolved. Stuart

Hi Meghan, Glad to hear you're excited about our web forms. :) The web forms are a very bare-bones way for you to implement it flexibly into any web stack you're on -- that's why we just create a basic HTML form that can easily be integrated. Unfortunately, this means we don't have any built in spam protection the likes of ...

Hello Marcelo,     I wanted to reiterate what I said here. I had an internal discussion and realized I didn't fully comprehend your post.  To reiterate, you have the QuickBooks file on an external hard drive.  Two computers with QuickBooks can access the file and make changes.  Also, you would be using multi-user ...

Actually not sure this i my doing... has there been a system change somewhere? most of my QB items have also vanished.

Hi Is it possible to roll a systm back 24hrs - I have somehow managed to edit a field (and now have no recollection of how I've done it to reverse it) and now instead of the client account name coming up in the Customer tables, I get a field which relates to only the lead status contacts from the last year. in a bit of a panic having just ...

Every week I need to create a report that shows how many leads we had that week and how many of those leads booked an appointment or had some type of activity. How would I go about creating a weekly report like that?   Thanks! Ragen