Method Community

I highly suggest that you take a look at method's  web to lead form. It's easy to use and set up and has all the features that you mentioned above.

I'm a new user so excuse my question,.  It appears there is no way to "customize" the Outlook plug-in to import more data (such as: address, phone, etc), you are just able to import the name and email address to add a new customer..   Is there any other way in Method to import the data from an email into the customer ...

The action in Grids, Set View Filter can set the filter, but I need to verify which filter is being used prior to executing some code.  How can you detirmine which filter is currently active on a grid?  Could this be added to Get Value from Screen? Thanks.

** The following was sent in response to this post. ** Thanks for the quick reply on this.  I checked out your links   and the font is indeed being  changed into Wingdings.  In order to print cheques, the MICR font is an absolute requirement as it generates the account number encoding on the cheque.   If ...

Andy, I'll have a member of our consulting team contact you to schedule and arrange for this to happen. In addition, you always have the option to work with any member of our Method Solution Provider (MSP) program that can assist as well. Click here for that list.

I'm open to consulting. Tell me more about how I can set it up.

Andy, I understand you may not care about estimates lines properly syncing to QB but just be sure this won't affect any business changes or requests in the future. Now, enough with the lecture…if you want to make the changes your suggesting yes you could get away with two new custom files for SalesPrice and Amount. [quote ...

@Joseph - these features have now been added to the stock activities list screen.  Checkout today's release notes.  Looking forward to your feedback. http://www.methodintegration.com/cs/blogs/releasenotes/archive/2012/08/31/method-crm-updates-august-30-2012.aspx Danny 

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List New (#3710) - in some cases you might want to filter your activity list by more than one piece of information.  For example, you might want to see all the activities assigned to ...

You're correct. We just want to see the total bottom line the customer is interested in for each line item. I took a couple days to review some of the webinars as it's been a while since I've had to do any customization. I understand what you are proposing as the solution, but it is out of my league in terms of what I can customize on ...