Method Community

[quote user="dottie"]I changed the tab name as you mentioned to just customers instead of customers and jobs and the now the it is working[/quote] Sounds good!  Normally changing the tab name wouldn't create a problem but in this case it's causing some actions to break.  If you change the tab name in other ...

Another thing I noticed is that even when I correct the job numbers that do not correspond to the custom field in Quickbooks they eventually change to other job #'s in Method after the screen reloads a few times all my customers get assigned different job numbers in Method which is a serious issue because this is how we track our customers. I ...

I just got done chatting with a Method Support Representative, and after much typing back and forth, he proclaimed he could not identify the problem so the only way to get help for free would be to post here. So I again explain my delima as requested: This week we switched from the Method CRM free-trial to a paid basic account. For the past ...

I changed the tab name as you mentioned to just customers instead of customers and jobs and the now the it is working!! Thanks!

Hello, I want to create/ add a new invoice screen/view to limite the user  (1) on step 3 which one do I need to choose ? and what's the different if I choose other options? (2) also how do I limit the invoice access by "sale rep" , for example: Tom as a sale person, login as Tom, and he can only read the invoice which rep ...

I am noticing that not all the job numbers assigned in Method are corresponding with the custom field job number in Quickbooks. Any reason why this may be happening?

yes, please advise we want to start invoicing through method.

Thanks so much I set up the action set looks on the check box and it looks like it is working after check box is checked. The other issue now is, when I go to the edit customer screen the job number that was created in the new customer screen, is not there. Any way to have the job # information automaticially transferred from the new customer ...

Hi jeremy, I was considering the best way for you to do this and I think using the opportunity name field for this information would be best.  I'm going to do the customization on my account today and give you a step by step before end of day.  To achieve this task I'll be doing the following: Use a retrieve value from table ...

Thank you Chad, please let me know how to go about what you replied with.