Method Community

Hi Kitty, You can convert Leads to Customers but not Contacts to Customers, so in this case you would need to create a new customer for this contact. Don't forget to remove them from the original customer if required. - Ashur

Let me add on to my previous post. The idea with the "wait for sync approval" field was to flag transactions that were not supposed to go to QuickBooks yet. Out of the box, we don't have a pre-determined work flow to use with this checkbox. So if someone decides to check the box, it is up to them (or another user) to remove the box ...

This question came via Email from JoAnne: [quote] How do you run a character function action when setting up templates?  We would like to be able to send one email to multilpe contacts after each tradeshow but can't figure out how to merge the information.  Thank you! [/quote] JoAnne, To use merge fields in a email ...

It can be a little overwhelming at first but if you need further assistance you can always speak with an in-house Consultant or Method Solution Provider for either a training session or to do the customization work for you. Not sure why you're receiving an error when clicking that particular link, it should initiate a video file download. This ...

Beth - I can understand where you are coming from on this and we hear you. The charts and reports are not the easiest things to customize, especially if you don't have prior experience using our report designer. These dashboards were not meant for "on the fly" changes but we are taking this into consideration for our new version of ...

Hi jwarren, Things are on the horizon, just for clarification are you looking for creditcard processing or electronic cheques?   Dave    

This is way to complicated to use from a customizers perspective. Especially coming from a Salesforce demo where you drag and drop the charts and graphs onto your dashboard to personalize the reports. Also, when I click on the "click here" link you gave me for help on a report based on the Invoice table I get an error message. There are ...

Kitty, This looks like this is your issue.  You'll have to change your Gmail settings. http://lifehacker.com/5733436/use-a-google-apps-account-to-authenticate-outgoing-mail-from-your-regular-gmail-account - Adam

Hi Karen, To view Non-Posted Transactions go to the QuickBooks Tab Group > QuickBooks Home > QuickBooks Dashboard > scroll down to the Non-Posted Transactions section where you will see a grid listing all transactions that haven't been synced to QuickBooks. The user/manager would use this data to find the invoice and "approve ...

Hi Beth, We don't have a webinar specified to customizing the Home Dashboard but here's a blog post which will certainly help you out. You can find the names of the specific charts by making a copy of the CRM_Home Dashboard screen then editing it, then edit each Report Object and check which report is selected. For example, ...