Method Community

 Hello, I tested this out on my account and I'm able to edit the Bill To/ Ship To addresses on the Estimate screen. A pointer for you; make sure you select the Customer from the dropdown list first, before you attempt to edit the addresses. By default, it automatically pulls the Bill To/ Ship To addresses set up for that Customer, when ...

I am not being able to use the Shipping Address on the Estimates screen - all the fields have a different back color and dont allow input of data. Nevertheless, if I Save the estimate and then Select it from the Existing Estimates section on the same screen, I can then type the Shipping Address and Save it. Does someone please know if there is ...

I have several estimate & invoice templates in QuickBooks that I would like to bring into Method. Does any one know if there is a way to import them from QB? Or if I will need to "reconstruct" them one by one in Method? Thank you,

Hi Cindy, I'm trying to replicate this on my side. I'll let you know if I need further clarification. Thanks for the information.

 Hi Ian, You'll need to set up the signature for each user under Customize > Users. The next step is to create an email template. In the email template, you'll type in the merge fields in a TableName.FieldName format. For instance, if you wanted to see the signature it would be Users.EmailSignature or if you wanted to address ...

 Hey Ian, Well from what I understand, when you select a customer, you want to find the campaign assigned to the user (Retrieve value from table?) on the Customer List. A good spot for this would be as soon as you select a customer. If you look at the Customer dropdown on either the Sales Order or Estimate screen. You will see some examples ...

Hi Ryan, Thanks for the answer, that was exactly what I want, I want all the information I entered in Customer LIst can automatically linked to Estimate and Sales Order, so what kind of customization I need to do to make it happen.

 Hi Judy, Under the Case Description/Add Activity tab section, the date and time stamp that shows up under Previous Comments: is meant to show the date and time the activity is entered. So it is working as per design. Since this area directly links to the Customer Portal, it is a great way to view communication as it was entered without ...

Hey Ian, It's nice to hear that you are doing some customization, we will be happy to give you some tips to get you going in the right direction. When you turn on multi currency, QB creates a new Accounts Receivable for that currency. ie: Accounts Receivable - CAD would be for the Canadian currency. Make sure that you are selecting the ...

I just finished Estimate and Sales Order customization, but I got two problems, first, I can not save currency in Estimate, everytime I select currency, then save, then i go to existing estimate, select the estimate I created, the currency choice was disappeared. Second, I enter campaign information in Customer information, but when I select the ...