Method Community

Hello,    You have asked a good question as I seem to have many answers.  You can do it through a customized screen that allows you to add and subtract Lead Ratings.  There is a post that describes how you can customize a screen to update the Lead Ratings table here.  - Greg

Hello Mike,      I don't believe there is a way to make it "explode" automatically.  There is an 'Update' link on the bottom right of the grid that will expand the group items once you place the Group item in the grid.  Then you can apply your discount to the proper line item.    Also, ...

Hello,     I found out that there is no interface to change Lead Ratings.  It was never implemented.  You could do an import-update, but there are many risks involved in doing that.  So it's not an option I would recommend.  Unfortunately, there is really no way to change the Lead Ratings value.   - ...

I removed my comment from this post.  Apparently my suggestion may cause problems due to the Lead Rating being used in multiple screens and reports. I was not aware of these connections.  I will get back to you when I confirmed if there is a way to change the Lead Ratings.  As of now, there doesn't seem to be a way to do ...

Hello Francisco,     Can you post some screen shots of the two different Credit Memo screens?  Is the pop-up that is opening the Credit Memo screen customized? You can use programs like Imgur to post images online and use the URL's for the post.     I did a look at the Credit Memo screen.  It does not ...

Hello Mike,     When you create an estimate, you can select 'Email notification when saving?'.  This will send out the estimate to any contacts under the customer that does not have 'Opt Out Of Billing?' checked.  To figure out what contacts have the option checked, go to the Customer edit page and choose ...

Hello,     This is a known issue with Internet Explorer 11.  It has been fixed in the February version.  You can do one of two things.  One, try Firefox or Chrome.  Two, switch to the February version by clicking on 'Switch to the February version' at the bottom of the login page.  The February ...

Hello,    Restriction is a bad word for it.  I editing the ActivityJobItem table in the Tables/Fields screen and could not add any fields that were from the CustomerEquipment table.  When you select Add a Linked Field and choose CustomerEquipment, no fields appear in the next dropdown. - Greg

Hello,     I did try one field from both the Contacts table and Customer table.  The Contacts table did get copied to the List Builder table automatically.  The Customer table did not. - Greg

Hello,    I tried it out and I could not get it to work.  The action to use is Close Pop Up Screen, but it only calls the current Pop-Up Screen and no other.  The only piece of data shared between screens are the Action Results and Shared Results and these two can not call actions.  You will have to close the pop-ups ...