Method Community

i'm having problems creating a custom view for opportunity stages.  i've tried many different variation using is equal to, is not equal to, contains, is one of, etc. and can't seem to get the results i want. it seems i can only create view based on open or closed.  if i'm not mistaken it seems that all the views that ...

Hi John M, I was able to log into your account successfully, and I wanted to give you the following troubleshooting steps: Go to QuickBooks>Resolve Conflicts. Please review the conflicts that are there. If you like us to go through the conflicts that are there, we can do that through our consulting service at $125/hour (minimum 30 min. ...

Hi LaCrews, Let me look into this, and I will give you a response shortly. Ronen

Okay....I'm back. I'm still struggling with the same problem. It would be great if my users could truly authenticate themselves (e.g. not having to entier their email user/password through the Method admin screens) for sending emails. The main reasons: 1) sent emails show up in their Sent Items folder and 2) should an email to a customer ...

Hi Ronen The simple invoice for one but I would imagine it applies to all the transaction reports like sales orders, receipts, estimates,.......

Hi LaCrews, Which default report are you referring to? Ronen  

Hi All I've noticed that on the default reports if you have a discount item that IsPercent it displays in the rate column as a monetary amount instead of a percent.   In this case the rate field needs to be conditionally formated. This has happen on a couple of different accounts and I have added an addtiional formatting condition that ...

I am using a Droid3 smart phone from VZ and its been working great. No issues. Havent tried the Iphone.  And make sure you use the mobile login.  I tried to use the regual log in page from the iphone and the moto tablet and it did not work at all.  John M

Hi rlemoi, As an update to my original post, you can make a copy of the "CRM_ActivtyCalendar" screen by doing the following: Go to Customize>Screen Click on the "CRM_ActivtyCalendar" screen and click on the Copy link.  In the Copy Screen Wizard that appears, in Step 1 of 3: Choose Screen, you need to select This ...

Thanks Ronen, I’m simply trying to get the phone contact info for my customer to appear after the Bill To address info. Seems simple enough but can’t quite figure it out. Is the BillAddressInfo4 supposed to be that info? thanks