Method Community

Ok, I missed sub step 10 under main step 2 which says, "Under Step 4 of 10, they should only need access to the CRM and the QuickBooks tab groups, with the default being CRM."  This should be put in BOLD as it's a big change.  It wasn't made clear enough that the old roles are going away and there is only going ...

I've gone through step 1 and 2 of the upgrade process outlined on the following page but nothing changes.  Do I need to delete the old before it will show the new?  If so, this isn't very clear when it says to wait a week to complete step 3 (although there is no explanation as to why to ...

Haiden- Which error are you clicking ok on? Are you able to moved forwar at this point even though you are getting an error? Which error is still coming up? -Michael

Hi Debbie, Do you know if your browser has any pop-up blockers that could be part of the issue? What browser are you using? Does it work in a different browser? -Michael

[quote user="Tim B."] Danny - Thanks for the info. on the CRM upgrade.  Considering that we're in the process of moving our previous CRM data to Method, would this be the best time to upgrade? [/quote] Tim, I would move over ASAP.  The data structure for the new CRM is the same but we've added additional fields to ...

Danny - Thanks for the info. on the CRM upgrade.  Considering that we're in the process of moving our previous CRM data to Method, would this be the best time to upgrade?

After creating and saving a customer invoice, we may need to print a copy without access to QuickBooks.  When clicking on the Print Preview button in Method, we either get (1) a blank screen that pops up and quickly disappears or (2) an error message of: “404 - File or directory not found. The ...

Blake, I'd really enjoy sharing what I've learned so far.  Just PM me and we'll get hooked up. Regarding the QB back end to Method, it really works great.  I had my concerns, but when you get down to it, QB just really needs the "Posting" transactions.  So for example with Quotes, Orders, and Invoices, QB ...

Tim, Before you start to customize the screen, you might want to check out the blog entry I just posted.  The new CRM does exactly what your asking and if you're already using Method CRM or Full Blown Edition, it is free to switch.  It is awesome and I LOVE IT! http://link.methodintegration.com/MethodCRM2

Under the Customer Center tab, it shows information regarding that customer.  Many of our customers have several contacts.  Within the customer table, can I create a drop down list in Contact field where it shows all current contacts?  Or, do I need to create another tab called "Contacts" in the customer table?  Which ...