Method Community

l.maurer, You can still create sales reps in Method without have them sync to QuickBooks. Also to confirm will you at least be doing an intial sync with QuickBooks?  -MIchael

Hi jnoeiliv1, I am not 100% clear on what you are trying to do. At the very minimum when you click Update, it saves the grid and refresh it. Those action you put in the Update can be placed in one of the cells in the grid in the lose focus (Main difference is that it would be outside of a loop). Also to note, any time there is a Save and the ...

Without using the Sales Rep field, is there a way to assign a user to a Lead like you can for an Opportunity?  Client will not be linking with QuickBooks, so will not have QB Sales Reps.

I cannot find an Action that exactly duplicates the function of the "Update" link that is automatically provided underneath the bottom right hand corner of a Grid. I have tried the Action "Refresh Grid", but it does not save the cell contents.  I have tried "Save Grid" row as the first action in a sequence then ...

I'll give it a try.

It's no secret that we've been working on a QuickBooks Online version of Method CRM for some time now.  We announced that we were working on it at Scaling New Heights in May to our Method Solution Providers. We were then highlighted by Alex Barnett from Intuit with an early version using Intuit Anywhere.  Finally, we entered ...

Matt, You can use linked fields to get this information onto an Estimate (or any other transastion) and onto a print out. If you look for the Estimate table under Customize > Tables / Fields and click Edit Fields, select Add a linked field and for Link Using select Customer, this should populate the Linked Field drop down to show all the ...

Looked at the webinars on Report Designer prior to posing this question. I have also used the Report Designer to customize reports before contacting you today.  The fields that I wish to add are not in the Field List Window.  For example, in the "Simple Estimate" template, there is no "Customer Phone" available. ...

Hi John, You can have them add the email address that the emails are coming from to their safe sender or white list. Method just passes the email to the SMTP server and it sends it from there, it essentially works the same as Outlook does for sending emails. -Michael

Hi Matt, You are going to want to take a look at the Method Report Designer Webinars found HERE. They should get you started with customizing Method Reports(Invoices, Estimates, Sales Orders, etc..) -Michael