Method Community

How do you create a dropdown field in a grid? In the new work order screen, in the job item grid I want to create a new dropdown field that will let me choose from fixed asset items

I suspect I'm missing something really obvious! I've created a copy of CRM_CustomerEdit > I've then deleted the Opportunities section and replaced with another section I've called security. In this section I have a gride with username/IP Address/Password etc etc. THe problem I have is that I cant figure out how to link that ...

well figured out a work around but now cant import anymore. It just gets stuck at this screen.. http://www.flickr.com/photos/46155768@N00/8544678351/ not letting me show picture for some reason so here is link edit - well something was up with firefox as tried to import using IE and it worked fine.

When I set up my trial Methods CRM, I intergrated it with my trial QuickBooks Online. I have decided to continue using my QuickBooks Desktop as QuickBooks Online does not support multiple currencies. How do I delete my intergration with QuickBooks Online and intergrate it with QuickBooks Desktop? Thank you.  

well may of had a life safer thrown my way, seems like the method integration program was turned off. Need to see if I can reset method to our current QB's file. Is that possible?

I see where your coming from now.   For my business i cant do that. We are not going after the lawn feeding jobs.  We go after the gardening the small corner house where that home owner only wants 3 fertlizing apps a year and she will spray the weeds all the way to our city contracts where we have to use liquid and dry material at ...

Thank you for your help. Quick question. Do you schelude the steps one by one, instead of the complete program? The software that we use now , has what they call JOB PACKAGE, we set the packages at the begining of the season with all details, including labor and materilas and when the customer returns the renewal letter is just a one or two ...

In a recurring work order, what is the differnce between the "due date" and the "start and end date"? Can one of them be deleted?

So my lead accountant changed his mind about the functionality of how we are going to use method after I did the big import and now I need to change some of my customers to leads. I see that this is impossible. I have already imported all 4000+ new customers into method, is there a way to somehow delete all the new customers so I can re-upload ...

Hi Suzanne, These types of emails are sent from Method to the customer, along with being CC'd to the Method account's configured email address. You should find a copy of these emails in that account's Inbox rather than the Sent folder. So if your Method account's email address is Suzanne@somecompany.com you ...