Method Community

I would like to find a way to make a lead without haveing to choose lead type hot,cold,open,ect...

Hi Adam, From what I'm reading, I believe you've fully got it now!   :)   The one final part to this is that we'll be able to add / update or remove the selected services a customer chooses to use in the customer edit or new screens; and while the prices for those services will display, only the designated user(s) ...

Hi aaronglamb,   Gonna point you at the knowledge base article http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Contacts&id=299 about contacts and a forum post about the entity table http://method.me/cs/forums/t/454.aspx The customers table is pretty much a view on the entity table....where the ...

The Help Center shows to add new sales reps to the dropdown simply click on add new and add them. This is what I did, I clicked on add new and added the initials of each of our different reps. The additional reps that I added were saved and can be selected from any contacts record. The probelm is when I select any one of the manually added ...

Hi Dan, What I'm kind of envisioning is a custom item table, similar to how our InvoiceLineItem table works.  The InvoiceLineItem table holds all of the items used in invoices. I will also hold the price that was set on the invoice. It acts as a separate item list. What you might be able to do is create your own type of table like ...

Hello sbradley,    I had a couple of comments on the relationship table.  First, the field LinktoSalesOrder is a relationship between InvoiceLine and SalesOrderLine.  The options have been limited.   Creating another relationship between SalesOrderLine and InvoiceLine may cause trouble, but you can try it.  The ...

Hi Adam, We'd like the actual rate / price to be able to be seen when viewing a chosen customer's information.  (Most likely I can do this by adding a column for the specific field to the grid.)  Your second statement in the second paragraph is exactly where I'm going with this as I'm trying to understand what is the ...

Stephen, My apologies, there is a button on the Item Receipt screen to select a Purchase order.  If you select the Items tab when entering the receipt, you should see a Select PO... button.  Here are some screens: This will bring up a screen to select the open purchase orders from the vendor. I think this is what you are looking for. ...

Ok I suspect what's happening is that the business user is giving me bad information on what they were doing in Quickbooks. I should be trying to emulate this functionality: http://www.dummies.com/how-to/content/enter-a-bill-if-you-have-recorded-an-item-receipt0.html I'm going to confirm some stuff and probably proceed on this basis.

I don't think this is a conversion thing. If I'm creating a bill, I can associate it with a Purchase Order. When I do this and the items have not been previously received, the items are received now. This is a situation where we created a PO and sent it to a vendor, and the vendor sent us the items on the PO, but not the bill (yet). In ...