Method Community

Hi Mark, I'd likely look to QuickBooks to see what information is copied over from the Parent to the Job and follow a simliar style for QB Desktop and QBO.

pdirect, We are listening and are fully transparent with our users and partners in the community.  We will continue to add product enhancements, feature updates and other support resources.  However, if you are unable to get the exact answers from our forum to solve your exact problem, that’s why we have consulting time. Yes, ...

  pdirect, The purpose of this forum is to help to guide you in the right direction (which Michael has in this post) not to provide step-by-step instructions on how to customize something specific to your company.  This allows us to keep this as a free resource for all Method users.  It would be impossible for us to provide the ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that grids only refresh when they need to. Improved - the “Convert” ...

Hi KatesReaFood, We're glad you were able to get it working.  Sorry about missing you last reply to this theard but sometimes posts can get lost, especially when they are long threads.  In the future, feel free to give your post a bump if you don't hear from us.   We'll always try and point you in the right direction ...

Hi Mark, Can I ask which screen you'd like this to happen from?  We actually have an internal ticket as a suggestion for this already.  The request is for the New Lead, New Customer, Edit Lead and Edit Customer screens to grab the parents address info if the first line of the address is blank.  Otherwise, prompt the user if ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads and Contacts List Fix - small issue with displaying Rep / Type / Title for null values.  (QBD) Fix - small issue with displaying Assigned / Type / Title for null values. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads and Contacts List New - the “Type” column now displays the Sales Rep, Type and Title.  In the case of QBO, it displays the Assigned To instead. (QBD & QBO) New - the ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Status (QBD & QBO) New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to ...

One of the main reasons a business chooses to use a CRM product is because they want to make sure they don’t lose touch with any of their leads or customers.   After all, customers are the lifeblood of any company.  If you find yourself still putting reminders in Outlook or using sticky notes, alarm bells should be going ...