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  • Re: How to's for Method Program

    1) I&#39;d be entering this information into the &quot;new opportnities tab&quot; from method.&nbsp; 2) Thanks! 3) So here&#39;s the situtation: we have a customer who orders thorugh a sales rep, that sales rep will put the customer&#39;s invoice into the customer account However, we also have the same customer order online. When orders get ...
    Posted to Method:Classic General Q&A (Forum) by GetRXd on 02-06-2015
  • How to's for Method Program

    1)&nbsp;How do you make the e-mail, phone, ship to zip required fields in the opportunities list? 2) How do you add custom fields to the opportunities list? I&#39;d like to add: &quot;budget&quot;&nbsp; 3)&nbsp;Customers might order with their sales rep at which case their orders would be in their account OR they might order online which gets ...
    Posted to Method:Classic General Q&A (Forum) by GetRXd on 02-06-2015
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