Method Community

Alex, This might be possible, but it could be quite complicated.  I'll see if I can come up with something. - Adam

Hey Matt, Good(weird?) find....anyway...there was a check that  the word 'MIurl' had to be in all lowercase characters, or else it would use link.methodintegration.com. I've removed that check. Let me know if the problem is solved for you. Dave

Allison, Unfortunately, you cannot convert a customer back to a lead. Once the customer is entered into Quickbooks (QB), there is no turning back! If you sync an estimate to QB the lead will automatically be converted to a customer because in QB the estimate must be attached to an existing QB customer. Like you said, ...

Is there any way to convert the customer back to a lead, or will I just have to reenter them?

Testing the call at https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPIGetScreenURLV4 is returning http://link.methodintegration.com/xxxxx wether I enter link or MIurl in the DomainLinkOrMIurl parameter. I was hoping to have it return MIurl.cc/xxxxx so I can use it in an email and not have it be so long.

We received this email -  [quote]I added a lead into the system and created an estimate for them. When creating, I unchecked "wait for sync approval" not realizing that it would convert the lead to a customer. Both the lead (customer) and estimate synced to quickbooks, but now when I search within my estimates the estimate that I ...

Okay, thanks for taking a look Adam.   What about hiding those columns from all users?  Would that be possible to do without screwing up the billing? Regards, Alex

Hello, I set up a seperate portal for my employees to enter time sheet entries, so I have it tied to the time sheet entry screen.   I would like them to only have the ability to edit their own time sheet entries, but I can't figure out how to adjust the setting on the grid so that they can only see their own entries.  Can someone ...

I'm sorry I wasn't clear on this. I know how to create a template. I've made a dozen or more. However, no matter how many times I change the font in my email template to Calibri and 11 pt, the font in my received email (sending to myself to test) is Times New Roman - of various sizes.

Hi Jdibona, Yes, you are able to change font type & size for email templates. To do this, you will first have to: Go to the Home tab then click on the Email Templates tab link. Edit the specific email template then click Save. *Note: I highly recommend making a duplicate of the stock template before ...