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I changed a bunch of sales reps for customers by exporting the customer table and then re-importing. At the time, I looked at a few of the customers and the sales reps for the "Main Account" job types seemed to have changed fine. However, looking at the accounts/file export today, it's clear that these changes didn't ...

Hi, We’re in the process of finally going live with Method, and have a significant  number of highly customized screens and tables.  I understand the recommended way to do this is with  a new account and copying the customized screens to it.  I’ve played with that a bit, and am looking for some feedback on my ...

FYI - planned date for the October version hitting the staging site is October 25th. Paul

A big thanks.

Kyle asked this question via email... [quote] When I convert a lead to a customer it is coming across as inactive in Method and Quickbooks. What do I need to do to prevent this from happening? [/quote] Kyle, I suspect you have the lead already marked as inactive.  When converting an inactive lead to a customer they stay inactive so ...

@MrDigitronic - Method creates a new Google Calendar, one per Method user. That Google Calendar syncs with the user's calendar in Method. In your case, I imagine you'll have your User setup as the crew leader. So for each crew leader you'll schedule a work order in Method, and it will sync to the corresponding Google Calendar. In ...

[quote user="Martin"]How can I get this working?[/quote] Hi Martin, Our warehouse app was retired due to QuickBooks filling in the inventory management gaps with QuickBooks Enterprise Solutions 11 and 12.  There's a little more detail here from a post earlier this year. ~C

I am wanting to set up a seperate warehouse but I cannot even see the warehouse app that is mentioned. How can I get this working?

Hi jpfiester, Welcome to Method CRM! [quote user="jpfiester"]Is there a trick to adding a new row?[/quote] No but there is an upper limit of 15 rows per section.  On my CRM_NewActivity screen the Add / Edit Activity section is at that limit so you won't be able to add another row here.  You could rearrange some objects ...

To make this work correctly you'll need to load the document on screen first before sending the email.  Please let me know if you have any questions on my instructions here - starting from Customize > Screens: Build a new screen from the DocumentLibrary table. Edit your new screen and drag out a grid object.  The fields ...