Method Community

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 ...

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 ...