Method Community

"You can then access the screen and link your Method users with their respective reports" I follow you until here. How do I link the users with their respective reports?

Is this something that I can do if I don't have CRM Pro?

The only thing that is different between the templates is contact information for each user. Otherwise, the template auto generates the same information from the estimate details. All of the users responsible for creating estimates have their own custom template.

We would like our users to each have their own default estimate template when creating estimates for customers. I have created the different templates and showed them how to choose their custom print template, however, when one goes in to choose their template, it will change the default template for the other users as well. Is ...

This worked, but now Method is populating the estimate # field. When we enter the estimate # that we want and hit save, Method is overriding that # that we entered and entering its own #. We then have to reenter the # we want and save again. Is there a way that we can set it up so that neither Method not QuickBooks tries to enter an ...

Is there any way to convert the customer back to a lead, or will I just have to reenter them?

The only problem with this is that the box you create has to be the correct dimensions for the logo because the logo will change to fit the box, not the other way around. I figured it out, but you have to find the pixel dimensions of your logo and then scale it to fit the area on the report that I am looking to fill. Then adjust the ...

I didn't delete GroupHeader2 but I did delete GroupFooter2. Perhaps that was the issue. I will start over.

I was customizing an Estimate template that originated from a preexisting template in Method. There was a GroupHeader1 and GroupHeader2 already on the template and both were visible when I first started customizing it to meet our needs. At some point, the GroupHeader2 stopped showing up in preview. I tried to backtrack to where I last ...