Method Community

[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?

I recently added some new fields and tables and wanted to add those fields to the Edit Lead, New Customer, and New Lead Screens. I copied the screens, added the fields and now when I go to my new screen called "Lead List" and click on the Go to Link I get an error message that states: Could not run the Go To Tab Link comman as there was ...

Hi jbadwal, Currently, we don't have a way to have assigned techs pull up on the calendar by default but only for the user signed in. I will create an internal ticket for this issue and will update this forum post once I have an update. Ronen  

I’m looking to change customer names from:   "Customer1:Main Account:Employee1" to "Customer1:Employee1" (which already exists for some customers).   1.       Can this be done in Method and can the changes be cascaded to QB? 2.       If so, how do ...

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 ...