Method Community

Hi cpitts, You can certainly do that from the Sales Order screen in the new Method CRM. The functionality of the majority of the screens still remain the same with the additions of some new features.  I hope that this helps.  Ronen

Switching to the new Method CRM, will I still have the ability to take a Sales Order to an Invoice with that "create invoice" action?

Hi MisterBill,  In the Dashboard tab link under the Field Service Center tab, there is a link under the Settings section called Settings & Preferences.  When you click on Settings & Preferences, you want to click on the Mapping tab. Once you are in that section, you have three options: Include first address line ...

This is on a custom screen named CRM_LeadList(2)

Hi Loewen,  I need to first find out of this is happening on an original Method screen or a customized screen. To find that information, can you please hover your mouse pointer over the Leads and Contacts List tab link and let me know what information appears in the pop-up rectangle information box that appears on the right hand side of the ...

(Note: I've been struggling with hosting my images and getting them to show properly. Life would be easier if you guys would support image hosting on your forums!)   I've created a tab group called "Lists", with the following screens included:   If I select a customer from the "Customer List" screen, ...

so by default when you enter the customers information or when quickbooks sync's to method not sure it puts under billing to,  the customers name in the first line apparently when you go to use the map column or map selected you get an error every time because it thinks their name is part of the address.  how can we make it only pull ...

I get the following error when I click the "Go to" link on the CRM_LeadList screen.  How do I get to the screen to repair this link? Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'Edit Lead'. This Tab Link may have been deleted, or if you copied the original Screen ...

Hi cpitts, I wanted to give you an update on the error message that you were experiencing. The screen that you were looking at is part of Method CRM Full Blown which we unfortunately don't support anymore and won't update. The  QuickBooks_SalesOrder from TemplateOnlineCRMQBDesktop (#380) screen that I had mentioned above is part of ...

Nevermind.......I was momentarily confused b/c I had some default email prefs set and had some weird settings for a test user. I got it now. This post never happened