Method Community

I'm looking to export customers and leads to Excel I added an "Export" button at the bottom of our "Customer List" screen, and assigned the action "Export Grid To Excel". If I press the botton after the screen loads (ie. to export all records) I get the error message: "No Records were selected from ...

[quote user="dottie"]I would like to create a job completion option, within each job entry in the customer list.[/quote] No need - we actually have this information already.  If you look on the edit customer screen under the payment & job info tab you'll be able to access the job status info.  This does not ...

Hi dottie, [quote user="dottie"]For example, I would like to rename them, where it applies, as All jobs, Jobs in progress, Closed jobs, & unstarted jobs.[/quote] You'll need to make a copy of the CRM_CustomerList screen and edit the grid on step 3 of the grid customization wizard.   The filter options here will ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Sales Receipts New - the screen has now been updated with the Method 2.0 styling, upgraded feature set and support for shared lists. (QBD) Fixed (#3704) - resolved the error message that appeared ...

I would like to create a job completion option, within each job entry in the customer list. The job completion percentage will be updated accordingly, within each customer. This percentage must correspond with quickbooks and must include the date and name of the user that updated the information. Also once the job is 100% complete I need to only ...

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 ...