Method Community

I am attempting to move from Salesforce.  In SF, I had opportunities tied to Accounts (method Company).  However in QBO, I have occassion to invoice different contacts within a Company.  So, when the sync took place to Method, they came over as a seperate company for each contact.  Is there any way to Merge the companies and ...

Michael, Thank you for the quick reply, I will work on this process. Have a great weekend Nathan

Hi Nathan- If you are looking to get this calculation on your custom estimate screen you would need to use Basic Math Calculation actions. You can have these action triggered by a button or on the lose focus event on one of the fields. I would suggested watching the Advanced Actions: Shared Results and Basic Math webinar found HERE. If ...

Hello, I'm new to Method and I am currently working on customizing our estimate templates.   Background for Question: We use several custom fields on our estimates internally to figure out our Project Labor, Project Management, Equipment and most importantly our Overhead, Sales Commission and PROFIT! so we can add a final line item to ...

Michael, Thanks it works now. Made the change like you said. Thanks, John M

Andy- I am not sure if this function is being considered but I can add it as a suggestion to Method. -Michael

John- Gmail should allow this if you go into the Mail Settings for your Gmail account you should see a section for Forwarding and POP/IMAP. Make sure POP is enabled. -Michael

Gotcha. Is that a function that's being considered? Looks like the Edit Fields page was created to possibly accomodate that.

Michael, Aww I see.  I just forwared all my emails to Gmail.  Do you know if Gmail can unblock this? I do have ATT DSL with my phone line and they give me a email address to use way back when.   Thanks. John M

Shawn- Great, i'm glad to hear that.