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In an opportunity, if there is an estimate associated with it, the estimates tab shows for example (1) estimate. When clicking on that existing estimate, it takes you to the "New" estimate page...
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Would be nice to have a feature where we could either duplicate or "save as" an estimate, and also save estimates as a new "revision" keeping the old version.... Requesting this as a new feature that can either be added to Method "current" and/or Method "new"
Thanks!
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I made a new custom Estimate screen so I can add text and pics to my estimates. When I go into "Customers" and then select "Estimates" the new screen is used, however when I select "New Estimate" from an Opportunity, it defaults back to the original Estimate. Right now I just save it, then go to my ...
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Sort of hard to see the activities on the calendar - the text is jumbled and large, so it's apparent something is there but you can't see what it is...
Could you add an "on hover" function to where you hover the mouse pointer over the activity and a pop out box shows a zoomed-in quick view of the activity?
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Am I just not seeing it or loading it, or isn't there one? Sorry for the newb Beta question.
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This has been happening to me as well on both my laptop and PC. Will look into the Chrome link thanks
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Ive brought this up before but wanted to bring it up again. Would it be possible to add this function to Method New, or even the old Method - when doing an estimate, have a drop down box for the specific contact you would like the estimate to go to? Same with invoices. It's inconvenient to have to go into the company contacts ...
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Interested in status of Method:New and if you are still looking into beta testers? I am working with a 3rd party to help me configure Method to also integrate with AllOrders by NumberCruncher as far as estimates and Sales Orders. Would like to be trying this in Beta if at all possible since that's the future platform ...
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I have put my web to lead forms in my ecommerce template so that the form shows up under all of my products. So the customer can put in all their info and submit the form, however they don't always fill in the text box describing what they are interested in because they assume that it is tied to the page they are on.
So is there a way ...
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I am considering All Orders inventory program by Numbercruncher. It will interface with my ecommerce site, and is what I need for our inventory system. However it handles transactions in Quickbooks differently than what I am used to doing, and differently than how Method integrates.
Sales Orders generated in Quickbooks do not export ...
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