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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 ...
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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
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Filter By View: All Active CustomersAll CustomersAll Inactive ...
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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 ;)
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Shelley,
You can also make the grid go along the top of the screen and not have it show up on the left.
-Michael
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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!!
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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 ...
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How do I move a template that I've already created in QuickBooks for my proposals into Method CRM?
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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 ...
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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)
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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