Method Community

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 ...

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 ...

Indeed I can confirm that I am now able to sign in without issues.  Thanks for keeping me up to speed!

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?

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 ...

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

@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

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

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.

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 ...