Method Community

Hi Katie G, If the opportunity stage is considered Closed Lost then the probability (%) will be considered 0.00 and the pipeline is 0.00 regardless of the opportunity amount. If the opportunity stage is considered Closed Won, then the probability (%) will be 100 and the pipeline will equal to the amount of the opportunity. I hope that this ...

Hi Navitha, In the email template, you can retrieve the data from the Method tables by having merge fields which will allow you to have values from tables appear in your e-mail, such as a customer's name, the total amount due on their account, or the e-mail signature of the user sending the e-mail. There are two steps to setting up merge ...

You know how when you click on a field, an orange outline appears inside the field to indicate that the field is selected? For example, go into the Sales Order screen and click on one of the address lines, and you'll see an orange box outline appear along the inside of the entire field box.  I've just created a screen with some ...

Hi Blake C, Did you add another sales tax code in QuickBooks? If you did that then that code will be brought over to the Tax Code dropdown under the Sales Tax Information area in the Additional Info section within the screen under the Edit (Customer Name) tab link. I hope that this helps. Ronen  

Hi swm023, The above instructions that I had provided for you refers to the steps on how you can add additional selections to the Opportunity Stage Category dropdown in the New/Edit Opportunity Stages screen. You can create the stages for the opportunity the way you had created them in the past by clicking on the ... beside the Stage dropdown ...

I have a very similar issue with copying the Cases screen and now when I go to the cases screen I also get an error with a Sequence Order.  Not trying to hi-jack your thread but I am interested in finding out how to fix this particular issue.  I was told to delete the copied screens and that would fix the original screens but this did ...

[quote user="LaCrews"] IrieAlex You're right with regard to the learning curve and getting the hang of it.  The best way to learn is to wade through the webinars. The webinar links are here:  http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx [/quote] Thanks. I have looked into a ...

IrieAlex You're right with regard to the learning curve and getting the hang of it.  The best way to learn is to wade through the webinars. The webinar links are here:  http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

[quote user="LaCrews"] Hi IrieAlex WOW! It sounds like you just jumped in the deep water.  Did you get any sort of initial introduction to Method? [/quote] Hello LaCrews, Our account manager wanted to give us an introduction (show us what the different screens do and basic "how CRM" works) but I declined this because ...

Hi IrieAlex WOW! It sounds like you just jumped in the deep water.  Did you get any sort of initial introduction to Method?