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The only thing that is different between the templates is contact information for each user. Otherwise, the template auto generates the same information from the estimate details. All of the users responsible for creating estimates have their own custom template.

Hi ashead, Out of curiosity, are the users templates completely customized for each person or are only certain things changed, i.e. name, position, number, etc? Do you have other users, which don't have their own custom templates, that will also need to utilize templates as well? - Ashur

We would like our users to each have their own default estimate template when creating estimates for customers. I have created the different templates and showed them how to choose their custom print template, however, when one goes in to choose their template, it will change the default template for the other users as well. Is ...

This worked, but now Method is populating the estimate # field. When we enter the estimate # that we want and hit save, Method is overriding that # that we entered and entering its own #. We then have to reenter the # we want and save again. Is there a way that we can set it up so that neither Method not QuickBooks tries to enter an ...

Hi Rodney,  Which table is your LeadEventDate field in? Is it in your Entity table? A custom table? The Contacts grid in the CRM_LeadList screen is based off the Contacts table so you need to make sure your field is linked to that table. To add a linked field to your Contacts table, go to ...

I want to add a field to the grid in the leads and contacts window.  I have created a few custom tables and all the others show execept the one I need. The field I need is LeadEventDate. LeadEventDate is not in the dropdown list. Here is where I am at. Lead and Contacts List - Right Click and Customize - Customize existing screen ...

Hello and welcome to Method CRM’s weekly blog post. My name is Errol and today, I will talk about our user tutorial videos. Of course, I always talk about the tutorial videos. And you know what? That intro line is now seared into my brain. I think I’ve said that line so many times that it just comes out naturally when I am greeting ...

Problem solved Dave, thanks for another quick response.

Hi Jennifer, As per our discussion this was caused by a Google Chrome caching and/or setting issue. We cleared your cache then went to Tools > Encoding > and enabled Auto-Detect. This looks to have resolved your issue. It's good to know that it only happens in Google Chrome and not other browsers. We'll most likely post this as a ...

Hey Ben, Are your employees Method users linked with their respective portal users? If so, then you can easily limit what they see on the grid using a filter. Check out this post which suggests the same approach. On a side note, will your employees strictly be utilizing the portal or will the login to the CRM as well? - Ashur