Method Community

John, Thank you for your suggestion. How easy (or complicated for that matter) is that to do? I'm pretty new to this program and haven't had the time to figure everything out yet.

Hi, You wouldn't have to rename the lead.  What you should do is edit the Lead, and you'll see a section for Additional Info.  In this section there will be a dropdown box where you can link the lead to a job. You could still rename the Lead if you wish, but it's important to link the Lead to a Job using the ...

Done. Now when I type in the amount and hit update, the amount changes to 0.00.  It seems amount programmed to calculate by multiplying quantity X rate? how can change this so i can manually enter amount?

Kate, This is what I would do.  Creat a whole new grid from the customer table, filter that grid with only customers that are not active or what ever you only want your sales people to. When the sales person calles the  person and they want your services, just go into your normal way of doing business.   John M

[quote user="swm023"] For my invoices I only need Item, Description, and Amount. [/quote] Hi Shaun, What you can do is hide the fields you don't need when the screen first loads.  To do this, you will have to customize the screen a little bit.  I'd make a copy of the screen and edit the copy.  When ...

We are trying to recover our lost customer base. So, the problem with typing in the first/last name to skip through vendors is that my staff is not familiar with names on the list, and I don't want a potential recovered customer to get skipped over because someone mistyped or simply didn't see the name on the list. I also don't want ...

Yes after you've uploaded a document through Method to SmartVault and move it around to different folders it will still be linked correctly in Method. The folders within your Company Account name in SmartVault are there for organizational purposes. You can have some documents in one folder and other documents in another folder, e.g. Training ...

Hi Neil, I believe you're looking for the Desc field in the SalesOrderLine table.  I did a quick test and when I made a change in the description in a sales order in QB, it was reflected in this field in Method.  I hope this is what you are looking for.   - Adam

When I upload a doc to smartvault through method (and link it o an opportunity) it will show up in the Method Documents folder.  From there can I move the doc around into different folder in Smart Vault with out messing up it's linkage in Method?  I've tested this with a couple of docs and the links in Method don't ...

Hi Chad, Thanks so much for your detailed reply. I made a flowchart showing what I understood from your info. We do everything by Customer : Job even if a customer only has one job, so I have a step where we rename the Lead to a Lead : Job when they express interest in working with us. Does this look correct? Or should I keep the Lead and ...