Method Community

Are we able to create different work orders by specifiying certain line items from an Estimate? Does this functionality exist but I'm just missing it? When we create Estimates, we commonly need to create different work orders by type of work - deliveries, service work, spray applications, etc. It would be great if I could select line items on ...

That's not the only list either.. A quick scan through my method tables shows only a few hunder entries in things like the invoice or PO tables, though our QB files has thousands. Also, I've noticed that our Accounts list only uploaded a few of the account names of the few accounts it uploaded.. the rest have apparently been assigned ...

Ok, that looks great! I can't believe all the "little" to "big" steps I have had to take to get my poor, ailing, overworked laptop loaded up on my new powerful PC. Every software has it's good, bad, and ugly for this process. I hope to not have to do it anytime soon again.  

And a little teaser of what we're working on........ https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=76 It's using solutions written in our own Method account to create a public searchable knowledge base.  And what's better, we're building it so that all Method users can do the same thing with their ...

Well that was simply to easy....I have been going to a "zillion" websites the last few days getting my new PC (all 12GB Ram) setup. I hope it will now keep up with me. I searched in the forums "method engine download" you would think some post would have been tagged with that. Thanks Paul, hope you are doing well!

JKM@SA- The issue with FireFox, should now be resolved. -Michael

JKM@SA- It could be that you are using the old cases list, the new one is called CRM_CaseList. [quote user="JKM@SA"]Where do you enter the follow-up dates for the Opportunities?[/quote] Are you referring to the Next Activity date for an Opportunity? This is determined by the next Activity that is not complete and is assigned to that ...

In Method, go to the QuickBooks tab. Then click Show Installation Steps. Paul  

mlepitt- I will have to test this, I believe there may be a check built into the tool. The other of looping through a table should work though. -Michael

Gosh, this should be so easy but I have searched and read posts. Why is it the download seems to be hidden somewhere and not out in the open? I have a new computer I need to install it on. Thank you. Laura laura@quick-training.com