Method Community

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 ...

Hi MikeB,  You can assign a lead as a job of a customer. Simply edit the lead and select the parent customer in the Job of Customer dropdown menu as in the screenshot below. I believe what you are asking though is if you can assign a lead as the job of another lead. You can do this in the stock screens by selecting ...

Got it to work

Our customers have subbacounts (ie. QuickBooks Jop Names) whose "Types" are either "Main Account" or "Staff". These are housed as distinct rows (each one has a Record ID) in the Customer Table. I realize that within the Leads environment, it's possible to create "Contacts", and when the lead is ...

Hi Keith, I don't think you can specify the item type in QBO.  You can select the type of account, but not the type of item/service.  If you click on Details next to the "On Invoice" checkbox, this will bring up the job costing screen.  From here you can enter your estimated hours and your cost info. Hope this ...