Method Community

I honestly didn't know I could. I am not the one that does our QB, the owner is. That would be great if I could get rid of one more job ;)  

Shelley, You can also make the grid go along the top of the screen and not have it show up on the left. -Michael

How do I add a field that can designate the stage I'm in.  I have a script that has 5 parts and I want to see where I left off when I have to call back to turn the lead into a customer.   Thanks!!

I have searched everywhere I can think of and am having an issue finding out how to make a preexisting field required on a form.  I would like to make Class required for Purchase Orders (while being used for an RMA record, so I would prefer to make it unique to the screen, not inherent to the field).  If I can't do that, I would ...

How do I move a template that I've already created in QuickBooks for my proposals into Method CRM?

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD) Fix - When selecting a customer from the Customer:Job dropdown list, the “Wait for ...

Is it possible to change a customer back to a lead if added as a customer in error?  (there aren't transactions or anything tied to it)

debwiddi- For statements it is possible but it involves some customization, this post HERE may point you in the right direction. It is possible to post a payment(Recieve Payment) when closing a Work Order but you would need to customize the screens. -MIchael  

Navitha, Using a scheduled report in Method is exactly like printing a report from QB it has the same restrictions and options. You could create a report to display this in Method using Method Report Designer. It would be a report based on the invoice table where the Balance is greater then 0 and the TxnDate is between a certain range. We have ...

Navitha, This error usually means that and application didn't have access to enough memory to complete its tasks therefore it couldn't continue, this is the first time I have seen this error message with the Method sync engine. There is a good chance that a lot of your system resourses were in use and that's why the message came ...