Method Community

Hi theavspecialist, You need to create the Yes/No fields in the Customer table first, then you can edit your screen to delete the current Yes/No field you're using and select the field which you just added to your table. Then edit your CSV file to include this column as well, and enter the word Yes for all rows with records. The default ...

Dave, The proper way to invoice a sales order would be to create the invoice from the Sales Order screen.  The stock invoice screen lists all of the invoices created and allows you to create or edit new ones.  You can go to the Customers and Contacts link and under transactions view the transactions for the customer.  Something ...

In Quickbooks all the items listed as a product are marked for Sale Tax.  Also all Customers are marked for sales tax.  When we create an invoice in method the items and customers are not marked as taxabel.  Why does Method not keep the same format when Syncing with quickbooks?  Can we make the default sale tax instead of no?

Hello - I'm brand new and have really enjoyed all the things I've learned already in method.  I'm ready to start importing lists of customers and leads that I have on different excel sheets.  I'm wondering if I have a lead on two different lists is there a way to merge these 2 together in method?  Or if they are ...

Hi Ben B, The Campaign feature in Method is used to record how that particular contact/lead became a customer, i.e. from a Newspapwer campaign. The way that you'll be using it is different as you're assigning customers to a campaign, then you want to assign them to another campaign for another purpose, and potentially assign them to ...

what is the proper way to have a sales order move to invoice.  I see that I can creat an invoices under the sales order, however under invoices is there a way to show what has to be invoiced and what has been invoided.  We have a client list of 200 but when I go under invoices there does not seem to have a way to show which companies ...

April, Have you tried clearing your cache in either browser?  I'd also try Internet Explorer and see if it happens there.  - Adam

You can set the email credentials by going to Customize > My Account and clicking on Default Email Preferences. - Adam

Hi Blake, No there aren't any actions that clear the manual filter criteria on a grid, you'll have to click little orange button you're referring to on the top right corner of the grid. - Ashur

Hi Adam, I was using Firefox tonight adding a record to a customized Edit Opportunity screen and when I clicked on Save&New, this is the message that came up: An unexpected error occurred while processing the results in your browser. If this issue persists please contact your method administrator. This has been happening quite a bit in both ...