Method Community

Hi there, Before we direct you to using the portals, I have to ask if these users will be doing anything else other than creating leads and viewing them once in a while? If so, maybe it is best that we consider allowing them to log in as Method users rather than portal users. There are two main reasons for this. It may be easier to just take ...

*The following question came in via email and was posted on our forums with a response to follow.* Looking for some pointers on custom portals. Didn’t find much in either of the documentation areas. We have a set of companies, each with a set of users. We’d like a portal where a user logs in, and is then presented the list of leads ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO) Contacts Portal - New Case Fixed (#3487) - applied the same ...

Andy, This is a good question, believe it or not cost is important to a lot of companies when doing estimates since estimates by nature may go up, down and are negotiated. Having the cost is important and allows for proper estimating for a lot of companies. If you try to create an estimate in QB (try it out) you will notice there are fields for ...

@dottie, Method CRM does sync with the QB item list. Not only do the items sync but as they are used on transactions such as when you sell on an invoice this will make the appropriate changes to areas like quantity on hand and others in QB as well. Have you taken a look at the item list in Method. You may have to change the tab group you are ...

Is there a way to manage material or equipment inventory using Method CRM and have it correspond with our Quickbooks inventory module. We would like to use the Method interphase to track equipment we own ex.. tools etc.. but would like the material & equipment entries in Method CRM to also reflect in Quickbooks through Method.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Home Dashboard Fixed (#3690) - updated the buttons for activities and opportunities to reflect the proper count. (QBD & QBO) Contacts List Fixed (#3728) - we recently removed actions for ...

Thanks, I see what you mean. I guess when I created the "SalesPrice" field, I wanted it to act like the "Rate" field, where it is auto-populated from the default value price in "Item", while still maintaining the flexibility to change it right in the grid if needed. Let me ask you this, as I think it is the easiest ...

@dottie When you made a copy of the screen which of the following options did you choose? Copy Screen Wizard Step 3 of 3 Choose a Tab to add a Tab Link to: Do not add a Tab Link Replace links to an existing screen: Add a Tab Link If you chose to ‘Replace links to an existing screen’ it would have replaced all links ...

Andy - figured it out. The field you are referring to 'SalesPrice' on the EstimateLine table is a custom field which is set up as a linked field referencing the Item. You cannot change the value of a linked field the way you are trying to. Do you know why this was added as a linked field? Why not use a regular custom field? Depending ...