Method Community

[quote user="JKM@SA"]Is there a way to search Customers & Leads at the same time?[/quote] I have to correct my first post but I wanted to let you know that yes, you can search both Leads and Customers at the same time.  On the Leads page or the Customers page there's a search button near the top right.  From the search ...

I just want to follow up on my post.  By default, estimate items should only be showing Active items.  If you're looking at a stock Method screen and it's showing inactive items, I can ask the dev team to look into it.  Please confirm. ~C

Thanks for the clarification Ted!

[quote user="JKM@SA"]How do we get it to show only Active Items?[/quote] Great question!  I just finished some customization on my end and had to do something very similar.   Create a copy of the QuickBooks_Estimate screen and open up the screen designer to edit this page.  Once you have your copy open click edit on the ...

[quote user="JKM@SA"]Is there a way to search Customers & Leads at the same time?[/quote] Yes, please see my post below. ~C

 Sort of, but I'm a bit confused. In the "Converting Estimates To Invoices To Sales Orders" webinar, I see in the "Edit Customer" page, there is a "Transactions" section in one of the tabs near the bottom. I also notice that within this "Transactions" tab are both invoices AND estimates. We have a ...

IFurther testing has revealed that although the screen fields are not populated, the grids contained on the screen all show the 'Loading grid...' message.  If I hit the grid refresh symbol, then the grid refreshes with the correct information for the chosen customer.  i.e.  Going to the Contacts tab and refresing the ...

@smohyee Sorry that I did not responded to you until now. Using our Method Outlook Plug-in, you are able to add Activities to your Method account from the emails that are sent from Microsoft Outlook. These Activities will retain the contents of these emails in its body. Because you are using Outlook to control your email traffic then the ...

[quote user="JKM@SA"]What is this field for?[/quote] Contact Type is defined by QuickBooks and is not something we set.  It can either be Contact, AltContact or Empty.  When Empty it's a Method only contact, when either Contact or AltContact it means they live inside both Method and Quickbooks. [quote ...

@AutumnW  Payment through a Portal are using a 3rd party Merchant Service (not Method) for these transaction. I believe that there are prompt screens that come up when using these portals receive payment. However, if the user clicks on the Submit button multiple times then I can see why those transactions are charged accordingly. We have ...