Method Community

dottie, This is actually better handled through custom fields in QuickBooks.  Open any customer for editing the click into the Additional Info tab - there's section on the right hand side that says custom fields.  Click the define fields button and you'll get a popup to enter more information.  Call the field whatever you ...

Will both choices also reflect in Quickbooks through Method. For example if I sign into quickbooks only, will the job#'s that Method assigned to the new jobs also reflect in Quickbooks. and if I select the simpler customization (option 1) is there a way to include the prior job Number,s that we created for jobs already opened, in this field ...

[quote user="dottie"]Is there a way to customize, so that Method generates it's own particular job# when a new job is entered under a customer?[/quote] If you don't care what number they are given then you can simply use a field like RecordID from the customer table since this field will never duplicate.   If you want ...

[quote user="AutumnW"]Is it possible to process checks/e-checks through Method or only credit/bank cards?[/quote] This is possible if you have the correct payment gateway setup.  Your "process with payment gateway when saving" box will change to reflect the type of payment you're trying to process ...

We usually have many jobs under each company, we work with. In order to identify each job, we create a job # for each individual job within each company. Is there a way to customize, so that Method generates it's own particular job# when a new job is entered under a customer?

Hello, Is it possible to process checks/e-checks through Method or only credit/bank cards? I am using a customized version of the QuickBooks_ReceivePayments screen and the Account and Routing number fields are included and set to be shown in the Process Credit Card Information section, which opens when choosing to ...

[quote user="dottie"]Any advice how this can be done?[/quote] Yes, the best way to do this would be to build a set of actions for the Text Change event on the Job Status drop down. I think you're familiar with copying a screen so I'll skip that step here. With a copy of the CRM_EditCustomer screen you want to look for the ...

[quote user="Method_Chad"]I'll put your suggestion in to the dev team to add that field as hidden by default but until then you'll need to customize the screen on your own.[/quote] If we get more requests on this suggestion we'll consider adding but at this time it has not been brought up before. ~C

[quote user="Jcamp0123"]For the purpose of looking up completed activities, another column that would be helpful would be the Completed Date[/quote] Hi Justin, You've got the option to add this column through customization if you wanted.  You would need to make a copy of the CRM_ActivitiesList screen first following ...

The updated version of the activities list does allow the additional filtering that I was looking for in being able to lookup completed activities for a specific user.  The optional columns make a variety of other filtering options possible too.  For the purpose of looking up completed activities, another column that would ...