Method Community

Thank you Adam.  I want the ability for my sales reps to input order/quote supporting information (special pricing, internal purchase order info, etc.) necessary to our organization in CRM Screen but not have it appear on the formal quote/proposal to the client. Does that make a little more sense?

The following updates are now live for users of Method New Features / Updates Work Orders - Added tabs to switch between the Work Order List and Calendar. (PL-37555) View Contact & Edit Entity - Removed the obsolete "Campaign" field from these screens. (PL-39899), PL-39898, PL-39892) Fixes Invoices - ...

The following updates are now live for users of Method New Features / Updates Proposals - Added back-up recipients for emails and activities if the Assigned To or Customer Contact become inactive. (PL-45992) Proposals - Added a save button for new functionality. (PL-44786) Proposals - Excluded the 'Completed' status from proposals in ...

The following updates are now live for users of Method New Features / Updates Guest - New Order Request | Order Request & New Order Request screen title is in the center of the screen. (PL-44028) Reorders - Added the ability to disabled reordering for individual items. (PL-43993) Opportunity Preferences - New Order Request - ...

The following updates are now live for users of Method New Features / Updates Preferences table - Added "Default Terms" field to sync from QuickBooks Online. (PL-42738) Add/Edit Items - Improved the button layout for mobile. (PL-43075) Time Tracking Preferences - Design Improvements QBDT. (PL-42991) Time Tracking - Improved ...

The following updates are now live for users of Method New Features / Updates Tables & FIelds - Added "All Time" as a new option in the TimeRange table for all accounts. (PL-39499) Fixes Proposals - Fixed an issue where there was no preference for the Terms Engagement Letter and a proposal was created. (PL-39844) Proposals ...

Drew,  The Google Gadget is awesome, it is so powerful and does allow you to do alot and I know it can be frustrating when what seems like like a logical process can't be done.  How about this ----  When you send out your proposal,get into the gadget and add the activity. This reords your reply. Then with the Gadget.... ...

I'd like to create a screen within the Vendors tab that shows a complete list of all items on order. I dont want a list of purchase orders, but a compiled list of all the items that are currently on open purchase orders. User should also be able to see columns with info from the associated purchae order(s) like; item PO #, date ...

The following updates are now live for users of Method New Capabilities Multi Currency - Enable the Currency Symbols on Transactions and Report templates. (PL-60556) Fixes Work Order - Fixed an issue where job site does not auto-populate when converted from Sales Order. (PL-60294) Mailchimp – Fixed an issue where contacts ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated screens to show the offer expiry date and implement new status pills. (PL-48756) Proposals - Updated the send proposal show message if settings are requiring payment but no payment gateway is set-up. (PL-49086) Fixes Grids - Fixed an issue ...