Method Community

HI I created a new field called business with  a dropdown in CRM New Lead(2). I want to be able to edit the values in the dropdown and I can't. It keeps telling me that the field is linked to a screen - which it is - the CRM New Lead (2) Screen. There is an additional value I want to include in the dropdown list. Thanks, Juliet

Hello. I am trying to import contacts that are leads. They are individuals and not companies. 1) How do I import and then view a list of contacts with Tags? When I import using the Contacts table I cannot find the list anywhere. When I try to import using Customer Leads then I can't import TagList. How should I best do this? 2) How do I do a ...

So after all the bugs with portals in frames we have had to go back to using the portal using method site and are using domain masking, so it looks like our site still. But now in internet explorer all the formatting is off. It works in the frame but not normally?!?!? Weird. Here are the iinks to how it ...

Hi Ben, Sorry I am just getting around to this now - I am not sure what happened to July. So I added my custom field for competition. I have two questions that don't understand: 1) Field is too short and needs to be longer 2) Field does not appear on lead records I have already put in method - 300 of them? How can I make that ...

Awesome suggestions Fran! Thomas,  Method for Quickbooks Online (QBO) currently cannot access QBO Credit Memos but Intuit will be releasing this to third party applications such as Method on V3 of the IPP platform. Once we have access to this type of transaction, it might also be a viable solution for you. ...

Hi Sueats5, It is possible to change the default state of checkbox for "Waiting for Sync Approval", however the default value should already be unchecked.  Regardless, this can be done by creating a copy of the stock QuickBooks_SalesOrder Screen, from the Customize Tab, then the Screens Tab Link. ...

Hi Carol,  When you create a set of recurring activites, you create a series activity and also a set of occurences. If you edit the series activity, you will change all activites in that series that are still connected to the series. If you edit a single occurence, you will only edit that particular activity. Take a look at ...

Thomas, Method out of the box does not apply "credits" against invoices.  this left best to QB... But  There are several other approaches that would work in Method and the ones I like best are... Generate an invoice for the "deposit" using an Item that points to a deposit or something like that. ...

Melissa, In addition to what Jason suggested. I have found that if the fields in your table are "linked", they are not really in the table and as a result are in the report designer to choose.  Somthing to think about.   

Hi Brian, Your custom fields do show up in the tables in method.  You will need to customize your Sales Order screen to add your custom fields.  You can also customize to contain all of the fields you have on your Template in QB..    This is what makes Method CRM so cool...  If the field belongs in QuickBooks, the data ...