Method Community

I have a client who is gearing up to use Method as a Membership database for CRM.  I am trying to have my client only enter the Billing Address info in Method, and not make any edits in QuickBooks to the Customer info.  Their Members have a 5 line address consisting of: BillAddressAddr1 = Full Name BillAddressAddr2 = ...

Great, thank you! That helps clarify and we should be able to use those as is.

Normally the standard options would be used as described below: Open - When entering a brand new potential lead. Qualified - Lead meets a set of criteria based on your company's standards and/or is interested in becoming a customer. Unqualified - Lead does not meet your criteria and/or is not interested in becoming a customer. Yes you ...

Ah, yes. Perfect suggestion, and a much cleaner way to do it. Many thanks, January

Thanks, Ashur. I guess maybe we don't completely understand the meaning of the existing Lead Status options. Can you please explain them? We were thinking about Open and Closed just to be simple. Is there another way to define a Lead that we no longer need to pay attention to?

[quote user="jpfiester"]Is there a way to accomplish this without creating lots of custom fields?[/quote] Just a table design tip on this one, create a separate table called Address with all the fields you want to store (address123, city, country, etc.) plus one extra field called AddressRecordID.  AddressRecordID will store the ...

[quote user="Denice"]but is there a way to edit what is exported permanently so I don't have to do that every day?[/quote] Not exactly - the only way to acheive this without editing your grid would be to build a custom report using the report designer.  While possible, it's certainly more customization than adding ...

Hi January, You will not be able to customize the stock options in the LeadStatus field because Method automatically inserts values into this table when converting leads to customers. Why are you looking to add values to the Lead Status field? What is your end goal? - Ashur

Yes if you're using the Windows operating system you can create your own custom reports using the Method Report Designer. I've added a button to one of my custom screens and applied the Generate Report acion to it. When editing the action you have the option to choose from a list of current reports or to use the Report ...

[quote user="dottie"]I get a message that says the field Name is a required field.[/quote] It sounds like you've got a custom version of the Add/Edit contact screen with the name field removed - name is required for any add/edit contact screen.  It would be a good idea at this point to review the stock screen vs. the one you ...