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For the New Lead screen, we need to have a few checkboxes or equivalent. One is a true/false type: "Xcel customer yes/no?". This one is important as it is a field that needs populating when I import the csv file. Using my test file with one entry, I can't seem to match this field to the checkbox I have created on the new New Lead ...

Where is this done in Method in order to enable the sending of emails from the system? Thanks, E

if there is any filter criteria in a grid, can I clear it out from a button using an action...rather than clicking the little orange 'clear criteria' button in the top right of a grid

Hi Fast Eddie, When you create items you can dictate whether they are taxable or non-taxable items. If you have items that are not set to non-taxable but need them to be set to taxable you can modify the items, is this is what you're looking to do? - Ashur

Hi Blake, What do you mean by clearing the grid's criteria from an action? - Ashur

Hi Dave, If you go to the Customer tab and select the Customer from the list, you will be taken to the Edit Customer screen.  That screen has a Contacts tab, which will display all of the contacts related to that customer.  There is also a button "Add Contacts", where you can add additional contacts to the customer. -Adam

Sorry if I missed this but there is there way to clear a grid's criteria from an Action? Thanks

When I start a new invoice I can not make the items taxable in the list instead I have to creat items on the invoice then mark them taxable.  In Quickbooks taxable items are marked taxable when set up.  Is there a way to make the items taxable so when I pick for the invoice it knows to post the sales tax.

I am looking to convert our current fund raising software to work with Method and Quickbooks. So far so good but I have one challenge that I was wondering if their is a simple solution to. We often assign contacts to more than one campaign, I see currently that you can only have 1 campaign per customer. For example we have a fund raising campaign ...

Matt, We don't officially recommend any email service providers.  If you're provider won't enable Open Relay for you, you can use SendGrid.  We use them here at Method.  They are strictly an SMTP relay provider, which will enable you to send emails as if they are coming directly from your email.  You can find ...