Method Community

Hi Nick, The ellipsis brings up the Search for Customer screen, which allows you to search for a specific customer.  I don't see where it says that you can create a new contact from that screen.  This can be done however through customization.  You could put a link in the customer grid on that search screen.  That link ...

I want to add a custom field to the New lead window. By default the window is divided into two parts. The top for the lead info and the bottom labeled Lead Information. In the Lead information area I need to add a new date field. I want to it say "Lead Event Date" then a box for the date. I also need this date to be ...

Hi Mike,  After some more testing I have found that it is currently not possible to prevent a lead from converting to a customer when they are assigned as the parent to another lead. Unfortunately, it doesn't seem to be an action that converts the lead but an automatic process in the back end. If you like, I ...

In the Log Call screen, supposedly you can create a new contact - at least according to the dialog header when you click the elipsis next to the Contact field. However, I don't see how I can add a new contact to an existing customer or lead. Throughout our business process we have new contacts calling to add themselves to accounts, it would be ...

Hi Andy, The IsToBeEmailed and IsToBePrinted fields are synced with the same fields in QuickBooks. Basically, if you check them you are flagging them in Method to be emailed/printed in Quickbooks later.  The actions for the Email notification when saving? checkbox is actually placed in the Save ...

Hi Colleen, When you import back into the Listbuilder you'll need to include another field named AssignedTo field.  This field holds the value of the Method user the list is for.  This prevents another user from seeing your list and vice versa if you are both using the Listbuilder at the same time.  If you add this field, ...

Just a quick query. There are a number of check boxes at the bottom of the invoice screen... To be emailed To be printed Closed I can't see any actions related to these objects. Are they used only for filtering etc... within grids and lists?

In List Builder Solution No. 211, I read that I can "Importing lists into List Builder", I am doing this because I want to add an activity to only about 75% of my customers.  I have exported the customer list to excel, sorted out the customers I do not want, imported the list into the List Builder table, but when I go to add an ...

Thanks again Adam. It's a bit confusing because you have two areas where you can enter time, but only one screen allows materials/product entry. That weas the missing piece. Keith

OK, let's see if I get this straight: I create a new lead that will act as a parent I create another new lead that will be a job of the parent by using the field you identified Upon assigning the job to the parent, the lead will become a Customer In my Edit Customer screen I have a grid that shows all jobs (subaccounts) based on the ...