Method Community

Is there a way to link a vendor bill to the job costing in a work order so that it doens't have to be manually entered again?

Yes, we are using a stock Method Estimate screen.  Inactive items are showing up.  Would appreciate if you look into it.

When we create an Estimate our Item drop down includes Inactive Items.  How do we get it to show only Active Items?

Is there a way to search Customers & Leads at the same time?  i.e. if we have a Name but don't know if their status is a lead or a customer is there one place to search both lists?

When you add a contact there is a field Contact Type that seems to be automatically generated by Method.  Sometimes the field is populated by Method and sometimes it isn't.  What is this field for? Is there a field in contacts where we can identify the affiliation of the contact to the customer?  i.e. spouse, employee, ...

My first question is related to the Customers and Contacts List.  Is there a way to just see the Customer entry w/o all the contacts? For example, If we have a customer with 3 contacts we are seeing 4 entries to choose from. We also have many blank contact records within a customer for some reason.  Why would they be there and how do ...

Do you have updated online user manuals for the new Method CRM screens?  I am particularly interested in getting questions answered about Contacts & Customers and the best way to search for them.  Please advise.

I don't know what list we are using.  We have never used any of the Cases screens and have never customized them.  Shouldn't we have the most recent list automatically?

 Yes, I've seen that blog.  That is what prompted my question.  We have changed the Leads & Customers List and the Opportunities List a little, so I would understand why the 2 columns would not be there.  We have not touched the Cases List.  Why don't I see the new columns there?  Where do you enter ...

I am now using firefox and when I start to add an action to a button the entire customizing screen greys-out and freezes.  I have to sign out of Method to get out of it.  What's going on?