Method Community

Hi Carrie, Your QB templates will not transfer over to Method. Our templates (we call them reports) are created using the report designer in Method not through QB. They are in a different format. You can re-create your custom QB template in Method or you can take one of our existing templates that already resemble the standard one found in QB ...

The reason you can`t make the field required at the table level is because the field is already in use. There are probably some records that use it and some that do not, so making it required mid-way through would be inappropriate. What you want to do is use an action such as the Conditional Warning, where you do not let the user continue or ...

When you say stage are you referring to the lead (the actual contact) or the opportunity (sales deal)? For leads, why would you not use activities to track where you left off and when you have to call back? If this is for the opportunity, there is already a state field available. I would still use activities even for opportunities. If I have ...

Once a customer has been sent to QuickBooks it is no longer possible to set them back to a ‘lead status’ in Method because the customer has already been assigned the Customer ID in QuickBooks. The only work around would be to delete the customer from QuickBooks (which would also delete them from Method) and add a new lead status ...

I tried that. It doesn't change the size. I just have this skinny bar floating on top. Please tell me how to make this wider and readable. Existing Customers Hide  Filter By View: All Active CustomersAll CustomersAll Inactive ...

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?