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On the Customer Edit screen of a "Parent" customer, we have a tab called subaccounts that shows the associated subaccounts for that parent. So, for company ABC, the subaccounts tab has a grid that has Main Account, Staff1, Staff2, etc. subaccounts shown in a grid (with checkboxes). For these subaccounts, I show various fields in the ...

Hi Dan, It seems like you are asking about customizing the ‘Existing Opportunities List’ screen. Is this correct? Yes, through customization, you can modify the opportunities grid properties & values. More specifically, you can: Rename the specific header to ‘Opp. Name/Stage’ Remove the Assign To ...

Thanks so much...I wil relay the message  

Hi Kevin, Yes, through customization, portal users can preview shared QuickBooks Scheduled Reports within portal.  With regards to assigning reports, portal users cannot be assigned reports; only Method users can be assigned reports. However, as a workaround, you can assign a contact to a user and with some additional logic ...

Thanks for the response.  To be more specific, if a franchise user adds a new contact (from a custom screen), we would like to add logic to the save button that would insert a record to the activity table in order to alert a franchisor user.  The problem is that the insert statement gives an error when trying to specify an ...

Sorry if this question is novice but we just started with Method. I have several users who would like to see the Assigned To /Opp. Name/Stage under the Opportunities tab to either skip the user@company.com or have it at the bottom and have the Opp. Name bold and on the top. Is modification like this possible? Thanks, Dan

Hi Borlandje, Here are some recommendations. First create a table for the spiff, and then import your spiff data into Method. Once that is done, you can easily preform all the calculations you wish. As for the report part, here are 2 ideas on top of my head. 1) You can create a grid. Grid data are also exportable to various file ...

Now you know all my recording secrets... Allo! Errol here again with my second blog post to let you know how you can Do More with Method CRM! I am excited because I get to blog on a monthly basis, and if you can tell from my videos, if there’s anything I like to do, it’s talk. Thing is, it’s almost strange for me to write a ...

Hi Garrett, Yes it is possible. You can add a drop down to your screen and have the logic change the Tenant ID to whoever you want when you click Save. However, this is only the tip of the iceberg. Multi-tenancy customization can get extremely complicated. There are many things to consider when implementing multi-tenancy ...

Hi Scott, I spoke with you over the phone and we resolved this matter. Let us know if you experience any other issues. - Ashur