Method Community

Hi Jon, When you create a customer/company/lead in Method there is always a main contact associated with it (it's a required field). I'm not sure how you can have a company in Method with no main contact assigned to it. Can you expand a little bit on how you did this?  - Jason

Let's say that I have a customer that does work with my product that a lead then purchases from the customer. Is there a way to link the lead to the customer so that I can go to the customer directly from the edit lead screen?

Yes, I'm using Chrome so I guess this is a known issue. It corrected itself but I didn't know why. I think it happened when I undocked from my docking station and monitor which would probably have resized the window. Thanks for your help.

Hello TomF, Ok, within your company's Quickbooks File, you create a number of jobs under the same customer. This transfers to Method CRM as Customer:Job, which are separate entities. Now you want to do potential jobs and thus wish to use Leads. But the contact field does not get updated when you choose a parent Customer. And ...

I've started adding contacts to company leads that I have in Method already using the outlook plug in.  The problem that I am having is that they are all going to secondary contacts as there is no main contact associated with each company yet.  Therefore when I go into method, there is no contact listed and it prompts me to list a ...

Hi Andy, Those areas in the item screen are left over from the old Method Warehouse app, which has been legacied and we no longer support. You would need the Method Warehouse app to use those fields.  Since it has been discontinued, unless you already have it installed, there is no way to access it. - Adam

Thanks David.  I understand that I can "Hard-Code" a date, but what i am trying to do is set up a variable that will be define in a Cell in excel (Which was part of the declaration section in my code above).  That way, if the users changes the date in that field, the query will automatically filter with the new ...

I see what you mean. I don't believe there is a simple way to do this. I did some testing and found a way to work around it though. You can create a new field in the Item table used specifically for this filter, a Yes/No field would work. In the new field, set all of the records that have the inventory type "Service" or the ...

Greetings,  Was reading your post and thought i could help you out.  I own a gardening co here in California and this is what I do.   We set up custom fertlizer and spray programs for our clients.  About 80% of the time the people that call us up want a certain program that they think is right.  We also do work for ...

When creating the lead and after selecting the parental relationship under the "Job of Customer", the parental contact information does not automatically populate.  Does this clear things up?  Thanks.