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I would like to change the filter by view options in the existing Customer Contacts list. For example, I would like to rename them, where it applies, as All jobs, Jobs in progress, Closed jobs, & unstarted jobs. If I can't rename, can I create these new filters and remove/hide the remaining filters in case they are needed in the future. It ...
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Hi MikeN,
First up, welcome to Method CRM!
[quote user="MikeN"]I am new to MethodCRM so please be gentle.[/quote]
always
[quote user="MikeN"]When adding a new lead how do I "stamp" that lead for an activity or follow-up.[/quote]
There are a few ways you can do this but you probably want to stamp your ...
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Indeed I can confirm that I am now able to sign in without issues. Thanks for keeping me up to speed!
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I am new to MethodCRM so please be gentle. When adding a new lead how do I "stamp" that lead for an activity or follow-up. Also, where will that entry show up? is it a list or on a calendar?
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User Bob asked a question about conflict resolution...
[quote]Am I able to edit a product item that I manually entered into a method estimate? See the below conflict ...
Could not add/edit the Item 'X - $346.68'. The response from QuickBooks Online was: -12408 - You can't associate a product or service with accounts of ...
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Hi Dave,
yes, I have him active. I am adding him as an additional user since I have never worked with this developer before.
I guess I should ask, do you guys have any preferred developers that can create an iphone or ipad app?
Thanks
Bryan
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@csmp -
It looks like as of 7:15 Eastern time everything was resolved, and all users should be back to normal.
Can you confirm that you've been able to sign in without issues?
Paul
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Some users have been experiencing issues for the last 4 hours. Looks like you are in the unluckly ~10%. I think we are on the verge of narrowing it down.
Hasn't been a fun afternoon.
Really sorry for the inconvenience.
Paul
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Is Method having issues right now? I can't seem to log into my account. When I click the Sign In button nothing happens. It doesn't tell me I have the wrong password or anything, literally nothing happens. I tried accessing my account from two different computers on two seperate networks.
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Edit Lead
Fixed (#3599) - removed actions related to passing the entity name to the contacts pop-up screen. (QBD & QBO)
Fixed (#3652) - removed balance field from tab link and screen. (QBD ...
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