Method Community

Hello everyone, Our company just acquired QuickBooks after using different accounting software and CRM for a while. Now that we have changed to QuickBooks, somebody recommended MethodCRM to be used as our CRM as it supposedly ties into QuickBooks very well. Our company focuses on distributing products from different manufacturers and a ...

I'm trying to figure out how I can generate a letter for leads that I select.  Basically looking for a mail merge type of functionality?  I see how to generate emails but not form letters.  Do I need to do something and export to a word processing program and do the merge there?   Thanks!

I don't think we did anything to customize the screen. When hovering over "New Opportunity" it says: CRM_NewOpportunity from TemplateOnlineCRMQBDesktop (#402) Once an opportunity is closed, shouldn't the $ amount of the opportunity no longer be in the pipeline since it is converted to an actual sale?

Hi Ronen, I am creating a EmailTemplate and using that, yes in the body of the Email i am trying to display the data from the table in the method.   Thanks Navitha.

I noticed today that on my Customer Edit screen the Sales Tax Item dropdown included ALL of my active Items, not just the two Sales Tax items I set up - No Tax and Sales Tax. Until today, only these two items were in the dropdown...now all the Items are in there and that's not right. Also, the dropdown text is set to ParentFullName. Sales Tax ...

Hi viret56,  In page A you have to make sure that on the button object, you have the action Go To Tab Link to direct you to the tab link of page B. That action will allow you to specify in the Tab Link dropdown which tab link you want the button to direct you to.  After you get directed to that tab link, page B will be ...

so if i already have all the stages added that i want (using the "..." button) and i follow the above steps, will i have duplicate stages? in order to filter, do the stages have to be added in the way you describe above (not using the "..." button).  As for creating the filter, i am following you instructions as above ...

I use online and don't have/need the app Method scheduling and Invoicing.  Is there no other way?

Ahhh, that makes sense now about the contacts table.  Well this is what we were wanting to do, maybe this will make it more clear where you can then make a suggestion for making it happen. We would like to track applicants (progress, contact, activity, etc.) and then convert them to employees (we actually them team members but I believe ...

Hi mrjonboy, The way that you have created your Standard Web To Lead form was correct. The information that is filled out on the web form will be sent to the customers table. The contacts table is used to store information for additional contacts for the lead or customer so you don't need to send that information to the contacts table. In ...