Method Community

Tim, Before you start to customize the screen, you might want to check out the blog entry I just posted.  The new CRM does exactly what your asking and if you're already using Method CRM or Full Blown Edition, it is free to switch.  It is awesome and I LOVE IT! http://link.methodintegration.com/MethodCRM2

Under the Customer Center tab, it shows information regarding that customer.  Many of our customers have several contacts.  Within the customer table, can I create a drop down list in Contact field where it shows all current contacts?  Or, do I need to create another tab called "Contacts" in the customer table?  Which ...

Michael, Just wanted to update this thread, I suspect the reason behind this is on Budget / Contracts with decimal values for the charge quantity. The same can be said if you try to invoice from the standard (non Pro Services) Sales Order screen. We’ll be looking into this and keep you posted.

Awesome! Thanks for the additional info. I may be messaging you directly with some of my questions in the near future since you have clearly done a lot of dev work with Method to this point :-) Do you use the same QB company file for both your Accounting and Back End? Having all this stuff - e.g. product catalog, estimates, orders, and invoices - ...

When I hit OK on the error it then opens to screen to add the contact, so this is not the same behavior as before.

Tested - same error regarding user does not have permission on this table. As expected it work with permissions on all existing table, so it look like there is some CRM-related table that is not getting added.

No, I did not. Done now - will test.

James Not sure if this was a question.  In any case you can get a string of comma separated values by using the action "character function" to concatenate each increment. 

Oh, and Blake, I'm doing something very similiar in our family business. We use QB Enterprise for Accounting and the Back End, and Method to create a user interface for entering Orders, Scheduling, and Invoicing.  We could almost do everything in QB, but it wouldn't be as nice and QB just wouldn't do our pricing model and making ...

We’ve been very busy over the last few months.  Want to know why?  We’ve been working tirelessly on a refreshed version of Method CRM that now focuses on workflow and ease of access to your CRM and QuickBooks information.  This was first previewed at Scaling New Heights in May and we received amazing reviews. ...