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OK, but if I delete the customer from QuickBooks, what happens to historical transactions? Any problems there? Wouldn't it be better to change the customer name in QuickBooks to be somethinng like: "Company ABC - Dormant" and then make the lead name in Method the same as what the customer was before it was dormant ...

I'm looking to have a series of actions where I loop through an invoice table and sum up sales for a quarter. I'll define the following variables: CurrentQuarter - A date function that takes the current month number, divides by 3 and rounds up. CurrentYear - A date function that takes the current year. Let's just say for now ...

I will give this a try and get back to you with my results.

You can do this in Method by adding a new field to your Customer table, for example, named PrinterInfo. Then make copies of and edit the applicable Customer (and possible Lead) screens in order to add this field to the screens for use: CRM_EditCustomer CRM_NewCustomer CRM_EditLead CRM_NewLead To edit a table go to Customize > ...

James, The fix for this issue has been released in the May version of Method.  To switch to the May version, log out of Method.  On the sign in page, look to the bottom and you'll see an option to "Swith to the May version".  Click that and then sign in as you normally would. The group items should display as intended ...

Hi Mike, You won't be able to keep the same customer name unless you delete the customer record.  The only difference between a Lead and a Customer is the IsLeadStatusOnly field.  They are actually both records in the Entity table.  The Entity table is a special table in Method that syncs Customers, Employees, Vendors and ...

Allo! A lot of customers told us they’d love it if we offered additional info on how to get the most out of Method CRM, including more Video Tutorials! So we listened and I’m here!   My name is Errol. Maybe you’ve heard my voice already if you’ve called in to Method or caught a few of our newest videos in ...

What you can do is set a filter report in the Generate Report action. You'll need to add two DatePicker objects (one for the From field and one for the To field) to the screen so that users can select the date range desired and that will feed into the report when it's generated. Hope this helps! - Ashur

The basic structure for the grid is as follows: FOR all the customers in the customers table SHOW the FullName in the first column of the grid SHOW the Certification columns in the next columns of the grid, based on filters outside of the grid for Year and Quarter. Make the table editable so that all customers, whether they are in the ...

Ashur, I think I might want to use this in Method only. I find it easier to use Method than QB. I don't really see the need to have this in QB for the purpose of marketing and customer support. Kyle