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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.
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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 ...
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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 ...
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what is the proper way of adding multiple contacts under one company, so when I search for a company I can have all contacts of that company show up.
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Well that's not good is it. My mistake I should've tested this before running you through all the steps. I actually just learned something new, the dropdown field in the LeadStatus table cannot be modified. This is because when a Lead is converted into a Customer our system automatically switches the LeadStatus to Qualified and puts a ...
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Okay, I did create a grid with mostly jsust the default values. In view mode it displays Lead Status values with a checkbox for each. To the right (the overall screen is a 2x2) is the Lead Status field itself. Below are the 2 buttons for save all changes and delete active. First question... There is a blank area in the grid above the existing ...
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Whew! Let me take a step back for a second and just address the first part. So by your description, it sounds like you have to create a custom screen in order to edit the lead status valuess at all. There isn't just a simple place to do that. Correct?
Looking at your description, is there a place to better understand grid creation/editing? I ...
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What are some recommended email server providers that are compatible with method?
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Hey theavspecialist,
Welcome to Method! As you suspect this is something that is simple to accomplish. First you should make a custom screen based off the LeadStatus table. Add the Lead Status field to the screen, along with a grid object, and a couple of button objects. When editing the grid you want to ensure that you add the two ...
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Hi Matt,
I would contact your email provider and have them provide you with the smtp server you need. You will also need them to enable Open Relay on the email server. You can find more information on this on our Help Center: Why are emails from Method not being sent?
Hope this helps!
- Adam
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