Method Community

Hi, Really all we want is to have their program information on our CRM. We will not be running reports from the fields, it will strictly be  used by our sales team to educate themselves on the servcies provided by the company to help determine the best placement for ads.

I am trying to delete a contact and I get a message that says "this is a quickbooks alt contact, can't be deleted" is there a way around this. The contact was created by mistake, I had a phone numer in the alt contact field in quick books, I want to fix this, how do I do it?

Hello thepostingboard, I looked at your website, and I saw that you also want to filter on fields and list a number of related categories at the bottom. You may be able to do this with tags or selections lists, but the main concern is the work flow with the other parts of your CRM. I probably need a bit more insight into how it would be fully ...

Hi Victoria,  There is a checkbox within the Edit Case screen in Method called Email Case notification to contact when saving. If this is unchecked then the related contact will not get notified by email. If this checkbox is checked however there is an option within the Google Gadget to override this setting and stop the notification email ...

To my knowledge, I haven't deleted any of the stock fields or tables. I did have a couple of Custom Fields in my QBooks (that I hadn't actually populated for any Customer) that came over to Method and that I deleted. I don't see the same Advanced Screen Properties that you show. The last thing on that window for me is the Shortcut ...

No not any custom screens involved.   I have the codes and rates set up and synced via Quickbooks and all customers coded as Taxable.  I have a simple item selection via payment gateway online and would like for the amount the customer is prompted to pay when entering their CC info to be the Item+tax amount that calculates when I ...

Just so that I understand correctly, it looks like the csv file you have provided has three different categories, and within those categories are multiple options. Yes, correct, three categories with multiple options for each So a 'contact' would have all three of those categories, and within each, a number of different options can be ...

Hi Jonsturm34, Can you clarify, where do you have the tax rates /codes and calculations set up? For example are they part of a custom screen? The API cannot run actions on a screen since they are independent of each other. Dave  

Hello thepostingboard, Just so that I understand correctly, it looks like the csv file you have provided has three different categories, and within those categories are multiple options. So a 'contact' would have all three of those categories, and within each, a number of different options can be selected. Is this correct? Before you ...

I want to be able to associate an email with an existing case from Gmail.  However, doing so triggers an automatic email to the client with the case update email.  Where do I turn that off?  (Or can I?)