Method Community

Kyle asked this question via email... [quote] When I convert a lead to a customer it is coming across as inactive in Method and Quickbooks. What do I need to do to prevent this from happening? [/quote] Kyle, I suspect you have the lead already marked as inactive.  When converting an inactive lead to a customer they stay inactive so ...

This question came in from Dan via email... [quote] I am designing an Invoice in method to match the one I had in Quickbooks. I am wondering if there is a way I can set the page margins in the report designer?  I am printing to a receipt printer and the margin is messing things up. [/quote] Hi Dan, To make this ...

This question came in via email from Mark... [quote user="Mark"]Can you tell me where I can change the drop down selections for new cases>type and new cases> reason?[/quote] You can find the options to change on the Cases > New Case screen under the add additional info checkbox.  Beside the dropdowns for Type and ...

  A client email this question to us "All Activity (from any user) on any Customer in Method is listed as a Activity from a single user (David Proulx) in QB. To have proper accountability for each user in Method, we would want for each user's activity to show up as their related user account in QB. Example: Justin Campbell and Joe ...

Hello, I needed to import about 3000 check records into the table. When I did this, I was unable to import into the Amount field. The data was in my file, but the Amount field was not an option on the dropdown. I assumed this is because it would be populated from the CheckLine Amount. So I did that import successfully. However, when I look at the ...

Greetings Method CRM Pro>Customer>Contracts>update contacts screen right now, if you check the op out of invoices, method will not send a estimate by email.  How about one more check mark  for opting out of estimates? Having three choices some people will get the estimate but dont want the invoice becasue it goes to a ...

This question came in via email [quote] Question?  We are trying to upload a complete file into Method and the message is stating it's too big....10 Pages in one PDF file.... All of our files are like this,.... is there a way to fix the MB For larger file..... [/quote] Currently, we have a 5MB limit on any one document that is ...

I would like to add a button to the Work Order List, Print/Email tab that will generate a report I've designed in the Report Designer.  I would like it to run similar to the Print Work Orders button.  Is there a way to copy that button, or all the actions associated with it, and just change the report name reference?

[quote]Hi I've recently established our company in the beta gmail service.  I first granted access through the Google Ap administrator account admin@mydomain.com, then through my personal account me@mydomain.com I now receive the new blue bar at the bottom of e-mails however when I click to connect to the CRM system I go to a screen ...

I'm not sure if that's what I need to use or not but I have a CUSTOMER screen based on the CUSTOMER TABLE.  I have a GRID with select and the customer name so I can choose a customer and see all their info (name, acct#, address, contact info, etc.) I also have another GRID on the screen that referrs to a "SURGEON CONTACT ...