Method Community

[quote user="NeilSmellie"]Is it possible to change a job to a lead and have the lead still associate with the customer[/quote] The process to convert a customer to a lead is not automatic and would require a fair amount of exporting/importing and editing your lists in excel to acheive this.  The most important thing to be aware of ...

 Sort of, but I'm a bit confused. In the "Converting Estimates To Invoices To Sales Orders" webinar, I see in the "Edit Customer" page, there is a "Transactions" section in one of the tabs near the bottom. I also notice that within this "Transactions" tab are both invoices AND estimates. We have a ...

I hadn't originally thought of it, but it seems like a web form, using fields from the TimeTracking/Expenses tables within a Portal would accomplish what I'm looking to do. I watched the webinar on setting up forms and I am not our developer - but is it possible to add the html code provided when setting up a web form, to a portal? ...

 Thanks for suggesting the webinars.  The first one appears to answer my question.  However, it does not jive with what you suggest. Per the webinar, I am able to accomplish what I need by using Insert Detail Report.  One question on this - am I able to break my Main Detail section with a Detail Report and then continue with ...

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 Hello, I just wanted to add this alternative for you try and let me know if this work around helps. First, you'll need to install the outlook add-on if you haven't done so already.  You can use the following link to install and learn more about the add-on: ...

 Hey Shelley, I did a webinar on this a few weeks ago, check it out. The 2nd half of the webinar is about the Advanced Search section and doing some customization to it. I have included a link to the webinar below. http://www.methodintegration.com/resources/webinars/Webinar26.wmv If you want to be able to use the column headings for ...

Social networking is an imperative and extremely powerful tool in today’s business.  December’s issue of Baseline Magazine ranked “Social Networking” #6 for “Top 10 Trends in IT for 2009”.  I wasn’t surprised to see that “Software as a Service (SaaS)” came in at #1.  If you ...

swm023- Look at the 4th response from the top, it should have the steps to create a field in a table. You had mentioned that you created a LeadStage field already, what steps did you take to do that? -Michael

Hi there, Yes, we certainly do have info on the import tool. Let's start by providing you with two things. Use our Help Center for an article on this topic (click here) Try following a webinar on this (click here) for a list of webianrs and search for the Import / Export Tool Let us know how this goes.