Method Community

pdirect - we here you loud and clear.  This should have been in the Customers and Leads List screens and was an oversight on our part.  We have full intentions of adding this back to the Customer List and the Leads List.  We've taken your feedback and placed an internal ticket for this.  The solution Mike provided was a ...

Here is the related link I was referring to in my previous post.  This will fill in the activity # in the related activity dropdown for you automatically.

Matt, I think the best course of action right now is to make this read only.  I'll explain why. The related field represents the activity number that this activity is related to.  If the current activity was created through the schedule a follow-up checkbox, you wouldn't have to search for it using the dropdown.   In ...

  I can totally see where you're coming from on this.  When you schedule a follow-up activity using the “Schedule a follow-up" checkbox, the activity number for the current activity gets inserted into the related activity number field for the follow-up activity.  Therefore when you go and open that follow-up a week ...

[quote user="pdirect"] After upgrading Method, the activities tab now has 3 tab links that seem to be the same thing.  Can you please clarify what the difference is between a "New Activity", "New Appointment" and "New Task"?     [/quote] Hi Pdirect, Just to add to what Michael already ...

[quote user="Tim B."] Danny - Thanks for the info. on the CRM upgrade.  Considering that we're in the process of moving our previous CRM data to Method, would this be the best time to upgrade? [/quote] Tim, I would move over ASAP.  The data structure for the new CRM is the same but we've added additional fields to ...

Tim, Before you start to customize the screen, you might want to check out the blog entry I just posted.  The new CRM does exactly what your asking and if you're already using Method CRM or Full Blown Edition, it is free to switch.  It is awesome and I LOVE IT! http://link.methodintegration.com/MethodCRM2

We’ve been very busy over the last few months.  Want to know why?  We’ve been working tirelessly on a refreshed version of Method CRM that now focuses on workflow and ease of access to your CRM and QuickBooks information.  This was first previewed at Scaling New Heights in May and we received amazing reviews. ...

There are 3 steps involoved to switch to the new CRM. Step 1: Switch Go to Customize > My Account. Scroll to the bottom. If you are currently using Method CRM and would like to switch to the new CRM, click switch to this edition for Method CRM for QB Desktop. If you are currently using Method Full Blown Edition(now called Method CRM ...

The following are a list of updates which are now available for Method CRM. ContactsPortal_NewCase Updated so that the miURL used for emailing new cases to internal staff goes to Cases > Edit Case.  Before this was pointing to a CRM 1.0 screen which is no longer used. ContactsPortal_Cases Updated so that the miURL used for ...