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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 ...

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.

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 ...

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 ...

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 ...