Method Community

Converting Estimates to Budget / Contracts A new Estimate screen (tab-link) added to create Estimates and quickly convert them to Budget / Contracts. Budget / Contacts New feature to load templates (described in detail below). Platform update now ensures budget lines with decimal values will display when creating an invoice from ...

Michael, Sounds like a plan. I will get back to you about having you do this project. John M

John-  This should actually be live, let me know if you still experience this issue. -Michael

John- Currently there is no way to do this but it can be customized to do this. If you do customize this in, I would recommend being very careful you don't want to email invoices to the wrong customers and be sure to take advantage of a new feature in the Generate Report action to make use of Filter Safegard and limit it to 1 ...

Michael, Yes I did  

John- Thanks for bringing this to our attention. Just to confirm, did you upgrade to the new CRM and go through the final step to uninstall Method Full Blown? -MIchael

Hi John, We have come across this issue and a fix has been put in place that should be pushed out to the live site soon. Once it is, I will update this forum post and let you know. -Michael

Greetings, Is there anyway of sending selected invoices and have them get emailed out in method? John M

Found it! CRM 2.0>Customer Edit> Additional information tab> Terms. That will work John M

Greetings Found the following missing screens. These are all standard Method screens Field Services>Dashboard> CRM Reminders>My Incomplete Activites: Not working Field Services>Dashboard> CRM Reminders>My Incomplete Oppunities: Not working Field Services>Dashboard> CRM Reminders>My Incomplete Customer Service Cases: ...