Method Community

Is there a way to search Customers & Leads at the same time?  i.e. if we have a Name but don't know if their status is a lead or a customer is there one place to search both lists?

When you add a contact there is a field Contact Type that seems to be automatically generated by Method.  Sometimes the field is populated by Method and sometimes it isn't.  What is this field for? Is there a field in contacts where we can identify the affiliation of the contact to the customer?  i.e. spouse, employee, ...

Hi I'm getting the same message when i try and preview Sales Order and Purchase orders. Most grateful if you would point me in the write direction

After making a minor change to my custom Edit Customer screen, I am now getting cryptic error messages when I try to open the screen from the Customer list.  The screen loads but does not populate with any customer or contact data, and I get the message:   Message An Unexpected Error Occurred. Please reload the screen and try ...

@warren_nickus This looks like an isolated case becasue I am not able to re-produce it on my side. I will conatct you directly to examine the issue further.

We sent a new client a link to log in with his email and pay an invoice.  His payment was processed 4 times. This happened with another customer before I researched the issue with the Intuit Merchant Services & came to find out that there are no actions in place to prevent duplicate charges from processing if the client hits the Process ...

I had something similar happen to me, but it wasn't a Method issue. Was this customer already in QB when you accessed their data in Method? If so, check the customer shipping information in QB... If the City/State/Zip are written in the fourth ship-to line as well as their designated fields, then you may have the same problem.  Our QB ...

[quote]When working off my activity list and I click on the account. It only shows one contact person how do I get the bio of another contact person from the same company without having to go back to customers and bring back up the particular customer?[/quote] From your activities list click > Go To... then on the left hand side of the page ...

[quote user="MikeB"]I can't see any Estimates tabs or screens[/quote] The estimate screen is located at Customers > Estimates. [quote user="MikeB"]Furthermore, I don't see them listed as screens within the Customize tab, but I do see an Estimate table.[/quote] Look under Customize > Screens and make sure ...

I am working on getting invoices and down payments into Method.  I have added the Invoice, Received a Partial Payment, and applied it to the Invoice.  In the customer's balance in Transactions, it shows what they owe, which is great.  When I go back to Opportunity>Invoices, the balance remaining does not reflect the partial ...