Method Community

Hi Robert- Something like this is possible but it would require some customization in Method to make the screen read only when the rep assigned is different than the rep viewing it. -Michael

Blake- Work Orders are based off the Activity table and DueDateStart is a required field and that may be why you are getting errors. One suggestion is to give that field a default date and just hide the field on the screen.  -Michael

  I would like the sales people to have the ability to see all Accounts and the assigned Reps with Read Only capability. They should only be able to edit accounts, contacts, leads etc. to which they are specifically assigned. Does Method CRM have this capability and if so how can I get to this information.

I'm customizing the Field Service Work Order screens to work for my business. Regarding Work Orders, I don't require that Date Start/End have a value. So I'm killing off all the actions around these field validations. For some reason, there's still some page load action on the FieldService AddEditWorkOrder screen that is firing 2 ...

Hi Mark- This should now be fixed. Release Notes -Michael

Shawn- I believe you are with QBO if thats the case my previous comment was incorrect since it only applies to QuickBooks Desktop, currently QBO doesn't give us a proper way to display sub accounts of Customers. We are waiting on an update from Inuit for this. -Michael

Hi Shawn- Method displays every sub account as a customer but they are still sub accounts it will display as follows Main Account:Sub Account. Through customization you could display it differently for example filter the Customer List to only show accounts whose ParentFullName is blank and then on the Edit Customer screen add a new grid to show ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - if a lead is related to a campaign, you can now select that campaign using the “Campaign” dropdown list.  Only active campaigns will appear in this dropdown. (QBD ...

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