Method Community

ok, sounds like to me though even though I am not in sales that you would have more than one campaign running trying to convert leads to customers? We are a small non-profit with 0 budget so the option of paying a consultant is out the window unfortunately. Hence me trying to learn method myself and create our own customizable version. I see you ...

Hi AutumnW, I can't think of anything that would prevent changes being shown. I did a quick test and added a label to a portal screen and it showed.  What browser are you using?   - Adam

April, Could you email me the account this is happening on?  Also, does this just happen on customized screens or stock screens too? Adam

And just to clarify, I don't mean that small little section under Customization-ActionReferences-Advanced. I want to see what all the different options are. For example, for a send to: you can choose "Value from Session". I don't see a choice to email a specific user or even better a resource. A resource,  I assume, can be ...

We've been using customized ContactsPortal screens for quite a while and things work fine. Yesterday I added a new field to my ContactsPortal_Transactions screen and also made an edit to the text on an existing button object.  The change isn't being reflected when logging into the portal. I've tested and tested and no ...

Is there a specifice document for understanding the choices to send emails from the system and the valid formats I can enter? For example, I see you can do some html type formatting for field labels to add the red asterisk, for example. In the body of the email I want to be able to send the recipient the contact details or at least a ...

Angie, To delete a lead, go to the Leads and Contacts List, and click the "go to" link next to the lead you wish to delete.  The is a button at the bottom called 'more actions', click that and select "Delete Lead". - Adam  

Hi Fast Eddie, Is this related to your other post regarding taxes? Method will keep the same data as QuickBooks, so if a Customer/Item are marked as taxable in QBO then make sure you perform a Full Sync then refresh your screen in Method and check again. If you want to change the default value then you would need make a copy of the ...

thanks for the tip on merging customers in QB - so how do I delete a lead?

Eddie, To add to my post.  To perform a full sync, go to the Quickbooks tab > Syncronize and click the 'Sync Now...' button for Full Sync. - Adam