Method Community

Hi TomW There are two options I see for you.  You could do as Nebo did and create a custom field and populate it.  This will require some customization to edit the screens to add the new field to the screen and the grid.  Also, depending on how the Leads are coming into the system, some additional work may also be ...

Hi David, If you edit the stock Quickbooks_Estimate screen (used in Method for Quickbooks Desktop) you should find the Create Sales Order action set within the More actions... button. It might help to reverse engineer this action set. There is a Basic Math Calculation action within this action set ...

I am trying to add a total "markup" or profit for the estimate, at the bottom like it is in quickbooks (under the subtotal and above the total).   I asked our consultant for some help and here is what he said: 'You can set the markup column in the grid to have subtotals calculated for you in the grid itself. At the ...

I have existing database of thousands of leads, with a number of custom fields, to import.  As most of my leads are individuals (only one contact per lead), I want these custom fields on the Lead page in addition to the contact pages.  They also need to be retained when the lead becomes a customer. Example fields: Skype Address (50 ...

When i convert a lead to a customer the address doesnt carry over correctly.   Address Line 1 has the company name and address line 2 has the street address for the lead.  However, when we convert that lead to a customer address line 1 carries over correctly, but address line 2 doesnt.  Instead of the street address, the ...

We had Method customized so that sales orders are no longer an option so that you can convert an estimate into an invoice.  However, when we do that, the unit cost of the non inventory items we sell carries over onto the invoice, instead of the sales price.  Can you tell me how to fix this so that the sales price carries over to the ...

I have solved this by adding a new field in that table, and creating a view filter for each option. If you have problems figuring this out I might help you with that.

I have a similar need.  I have contacts listed as types/categories/status, whatever you want to call them in MethodCRM. In my partivcular case, all contacts must have a status like full member, associate member, former member, and so on.  No contact should ever be without a status/category/type/whatever we call it. Would you provide ...

For anyone who may have a similar issue.  This was resovled by checking the Show Inactive users checkbox in the bottom right corner of the Existing Users List.  This showed all users and we found that there was an inactive user still had sign-in access. - Adam

Hi Kelsey, I was able to do what you are requesting by first making a copy of the stock “CRM_AddActivity” Screen.  I edited the screen, and added a new section, let’s call it “Additional Options for Edit Activity”, I added a couple of Fields/Objects to this section, and made sure to click the “Hide” ...