Method Community

Hi Katie G, The following steps will help you get rid of the Closed Won stage: Go to Opportunities>New Opportunity. Click on the ... beside the Stage dropdown. Click on the Select link for the existing opportunity stages. Click on the More actions... button and select Delete Opportunity Stage. I hope that this helps. Ronen

I've created a new screen for adding/editing Ship-To addresses (this is mimicking a feature that exists in Quickbooks but not Vanilla Method)   The fields are address fields, similar to ShipToAddressLine1, ShipToAddressLine2, etc that you would find in the Sales Order screen. The physical field box takes up the entire row in a two ...

Hi smohyee, I have some questions to ask you: What field type are you adding to the table? What is the size of that field? Ronen  

When exporting to Excel, I get 3 types of customers. I'll use ABCCompany as an example, whit employee names): ABCCompany:Main Account ABCCompany:Mike ABCCompany:Main Account:Mike I want sales to be either under a Main Account (with no sub-accounts) or under an employee name. Therefore, #3 is an undesirable result. I want to change #3s ...

Hi IrieAlex, For the error message: [quote user="IrieAlex"]"Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'New Case'. This Tab Link may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen this Tab Link ...

I have already tried deleting all the screens that I made. The error was still there when I reverted back to the original screens. 

  Thanks Ronen, I saw how to do for email.  Any suggestions on how to generate a letter that can be printed?  

Hi MikeB, In Method, when you click on the Go To for the customer within the Customers and Contacts List tab link under the Customers tab such as "Customer1:Employee1" in your example, Employee1 will appear in the Customer Name field which will considered a job of Customer1. In Method, when you click the Go To link for the customer ...

How can we take won opportunities that turn into sales out of the pipeline? Once they become jobs we no longer want them to be included in the pipeline.

Hi emiller, If you go to Home>Email Template, you will see the functionality that will allow you to create a new e-mail template. If you click on the What are "merge" fields, and how to I use them? link, you will see instructions on how to create an e-mail template using mail merge type of functionality. I also recommend that you ...