Method Community

   Thanks Fran for the insightful response.        In summary, you can use Opportunities to track your pre-sales activities.  It allows you to add activities, estimates, invoices and any documents you have that relate to your pre-sales actions.  You then have everything in one spot so you can monitor how the ...

Hello,    I have received word it is actually 5 attempts (4 retries) with the emails. - Greg

Hello,    It doesn't take very long until the 14 times are finished.  Once you have the failure email, there is no future attempt to send the notification email.  You may be able to assign the activity to someone else and then assign it back to the proper person to get the notification email to send again. - Greg

Hello,     You can create a field to store hyperlinks that you can use to have hyperlinks to websites.  The field will have a button beside the URL to click and it will take you to a webpage.       Here is how you can do it.  You will need to have copied the screen (Here it would be ...

H to showello Mike,    The Entity table is the base for Customers, Contacts, Vendors and Employee.  The issue is that an inheritance exists between the parent Entity table and it's children that is not controlled in the interface.  Messing with the Entity table can be tricky.  I would recommend putting the TagList ...

Hello JoAnne,      It looks like you have accidentally added the same contacts/leads/customers twice.  I would suggest clearing the list and starting again.    If you are choosing "Fill List with Contacts" when building a list, make sure the selections 'Fresh list - remove any existing List Builder ...

Hello Mike,    You can add your own drop down to a table to use as a flag.  I'm thinking it would be easier to put it on the contact table.  Then you can use it on a contacts grid.      You can also use tags to flag customers as English or French.  Remember if you want to add tags to another table, ...

Hello,    It's not a sync issue.  Once you copy the screen, if the links have been copied correctly, it should be available for everyone.  Your employees may have to refresh the page to get the new screen to appear.      If you have copied it from the screen itself (right-clicked on the screen and chose ...

Hello,    Your mobile screens access the same data as your desktop. You can create a screen based on the Contacts table to manage them on a mobile device.    First, take a look at what you have now.  Go to Customize -> Tabs -> Edit Tab Links... for the Mobile tab.   It will show you a list of at least ...

Hello,     You can do a Refetch from the Resolve Conflict screen.  A refetch will take the record that is in QuickBooks and place it back into Method.     On the top of the Resolve Conflict screen there is a list of explanations for each action.  To summarize the other actions, Retry is the reverse of ...