Method Community

We are moving into the Medical Alert market. there is a form that the coach gave us to have in front of us to complete while on the phone with the customer. this information is 90% in quickbooks.  I know I can use the fields in the CRM area and make most of the form online so it can be entered only once and there wont be hand writing issues. ...

I have all the data I need in QuickBooks to feed a scheduler. I know I can put the rough in of the job and the trim of the job on the calendar but I need to stop the trim from having access until the rough in is complete.  I'd like to be able to see what is needed to be done on the schedule or what point is the task at by looking at a ...

I have 17,000 items to resolve.  Most say something like the following:  The record with identify of 'XXXXX-XXXXX' appears to have been deleted  in QuickBooks. Any chance this is due to archiving the QuickBooks database? Any way to delete them all together instead of 1 by 1?

I see that my changes are now in mobile JM

We had an employee who became a Method user for about a week: Now, she is no longer using Method, and I have another employee to take her place. But, rather than deleting the existing active account and creating a new one for the second employee, I just edited the user and replaced all the information with the new employee's info, ...

Related to my previous post regarding some sort of apparent bug with Customer Contacts, I now have two contacts marked as the primary 'Contact'. How do I fix this? Is there any way to fix it through the Method UI?

[quote user="JKM@SA"]How do I add an Invoice type?[/quote] To do this you would have to create a screen based on the table for ActivityInvoiceType.  From here you can add a grid to see what's in the table and add a few input boxes to allow entry of new records. ~C

Paul, You are most welcome. I'm very impressed with your software, company and responsiveness. We are converting from Salesforce.com and it's great to work with people that are so dedicated. Jerry

I looked into this further.... I exported my Contacts table and noticed a couple contacts that I was trying to add were pointing to the wrong Customer Entiy. I think there's a bug with my Contacts screen that makes it possible to  inadvertently "move" a Contact from one Entity to another, therefore making my Customer ...

Just found another Customer record that won't show up in search. I have not modified this record at all. In fact, this one doesn't even show up in my Customer table export...but if I try to add it as a new Customer, it says the name already exists. What's the deal with these "hidden" records? How am I supposed to work with ...