Method Community

I have created two dropdown fields on the 'Purchase Order' table. One displays the 'Activity.RecordID' field to track the work order the purchase order is raised from, and one displays the .'Customer.FullName' field to track the customer the purchase order is raised for. The two fields are called 'Customer' and ...

How do I set a client so when I do invoices and they sync with QB , it will sync as a to be emailed? In other words I use billing solutions from intuit, so some customers will need the invoice to be emailed, how do I do this???

In the add edit work order screen is it possible to show the due start date, and end date with no time? Only date

Hi minermoe, Price levels can definitely be utilized in Method CRM, however, it needs to be done through customization. So you'll need to invest some time to take advantage of it, check out this similar post for more information. Alternatively, you can speak with an in-house Consultant or one of our Method Solution Providers (MSP) to have the ...

Hi Darryl, To add to my last post, you can also change the report generated by going to your CRM_PreferencesReports screen. You can find this screen on the default Estimates and Invoices screens by clicking More Actions... and then Customize Print Templates....  Jason

Thanks. I was wondering if I could use this function to effectively loop through a comma separated list of data entered by my users in a screen. I wound up not needed to do exactly that. Instead, I'm using the comma separated values as a Selection List of IDs in order to Loop a table within in my action.

Hi Blake, The "Seek next in selection list" action will get the next value of the selection list after the specified value.  For instance, if you had a selection list of the alphabet, you could use this action to grab the next value after 'C'.  Which would obviously be 'D'.  You can find a bit more ...

When you set up a new Lead or Customer, in the Additional Info tab you have the option to select Price Level. When I assign a Price Level from the list to a contact and then I proceed to create an estimate for that contact the prices that are reflected are still the standard price level. It would seem if you can select the price level then when ...

The support team received this email: Can I modify the invoice PDF provided on the customer portal? If yes, where’s the menu item? If not, is this a custom job that’s available? Darryl, Yes! You can definitely mofify this report. We offer a program for free called the Method Report Designer. Click here to view an article ...

Hi Suzanne, The opt-out of billing setting prevents billing emails from being sent to the contact.  It won't prevent any invoice/estimate, etc.. from being created.  And yes, when an alt contact is created, the opt-out option is checked already. - Adam