Method Community

t.trudeau, Those fields are used for tracking purposes and are currently not in any reports. I will add this as a suggestion! -Michael

Michael, I am hearing rumour that our development team will soon have a fix within our test environment. I will update you when I know more and of course when this becomes live. Thanks.

Where is advanced search in the new upgrade?  We're lost without it! 

I have been playing around with the CRM portion of Method and have come across the Planning & Analysis tab under Campaigns. The fields, "Expected Revenue", "Budgeted Cost", and "Actual Cost" do not appear to have any effect on my Analysis. Is there some other reporting feature that utilizes this information, ...

 Michael – I will try to get a status update today. As mentioned earlier I don’t believe this is something specific to actions in the Pro Services app and therefore we need to have the development team look into this. If you must create an invoice, I you can still go to QB and convert the Sales Order to an Invoice from as ...

Hi Val, Any updates on this?  Am I the only Method user that invoices fractions (1/2, 1/4) of hours? Thanks! Michael 

Haiden, I was able to duplicate this. Let me look into this and get back to you. -Michael

Hi s.white, On the text change event for the lead source drop down, you can add some actions that will check to see if the value selected is 'Customer referral' and if it is show another drop down with customers. On the customer drop down on the text change event you can use the Enter value onto field on screen action to enter the ...

Kevin- Your proposed plan should work. Let me know how it goes.

Here is the related link I was referring to in my previous post.  This will fill in the activity # in the related activity dropdown for you automatically.