Method Community

Ben, You can rename the tags by choosing "Manage tags".  The screen should look like below.  You can select the tag and the operation you want to do to it (rename, delete, merge).  If you were to rename it, it will update other contacts with the same tag to the new name. - Adam

Hi all, Is there a way to have a popup window open at the first step when clicking a button to generate a report, and have the button ask for a date range that the user has to input for the dates that the report should be run for? Thanks! Karen

Hi Shane,  By default, Method for QBO doesn't have a Sales Order screen. It would be possible however to create a screen from scratch that worked the same way. You may have to work with our consultants to complete a project of that scope though. Let me know if you would like to go this route and I can put you in touch.  Jason

Hi thyon, The api always returns an xml response, whether success or failure, Have your tried running your opportunity insert on its own? I'm thinking what is happening is you might be getting a collision with running them one right after the other where something is getting lost on your side. Anyway try it out, and let me know if that ...

Good day, Method community!  It’s been a good three months since I started my tenure here at Method CRM, so Errol (my partner in crime and the voice of our User Tutorial videos) indicated to me it’d be high time for me to introduce myself to our clients and the community at large.  My name is Alex, and I have the ...

Julie, One option is to create a billing "service" assigned to a billing crew for each of the customers for the first of every month. Then on the first of the month, you mark them as completed and create the invoice.

I am trying to figure out how you can change the line order for an Estimate. So if I build a 20 item estimate and then need to re organize it into a better order I don't have a way to do that. I found in the customize that you can add the Line order column to the Estimate Grid. But You can change the numbers around but when you hit update the ...

So having some issues creating web to leads with opportunities and customers. Below is the edit field description page.  StepTable - FieldCaptionData TypeRowsPositionRequired?Default ValueHidden?Formula  Edit 2 Customer - FirstName First Name Text 1 1 Delete Edit 2 Customer - MiddleName Middle ...

Great, glad I am not loosing my mind

yes we did and that fixed it. Having issues with web to leads, creating 2 contacts when I am adding an opportunity attached to a customer. So that had created a couple of empty entities, when I hadnt set the opportunity contact name. Going to create another post in forum about that issue :) Thanks for the help on this one though.