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For customization purposes, can you please explain the Customer/Lead/Entity relationship a little?
I would like to add some additional fields to a customer profile that are gathered early in the CRM process, for example 'Property Size'. I want to make sure these fields are to be put in the proper table so that they can be used throughout ...
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Not a major bug, but a bug nonetheless.
In an action set, I am creating multiple conditional statements. I am putting internal notes into each statement.
When I edit a conditional statement in the series, it will sometimes replace its internal note with the internal note of an adjacent conditional statement.
I have only seen this happen with ...
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It looks like that did the trick. I had to delete a field in a couple of tables to get everything to regenerate...seems good not though.
Thanks for your help.
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The following App updates are now live for users of Method.
Contacts App
New! Customer (or Entity) Notes are now available on the New Contact, View Contact and Edit Customer (Entity) screens within Method:New. This field syncs with QuickBooks as well.
For QuickBooks Desktop users, Sales Rep dropdown is now available on the New ...
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Thank you, I also heard this from my client's Method consultant but hadn't yet updated this thread. Thank you! We are in classic.
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Hi arrowplane,
In the classic version of Method, you can locate your account name by hovering over your username in the top right.
In the new version of Method, you can locate your account name by selecting the gear icon in the top right.
I hope this helps.
--Audisho
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Hi Garrett,
My first suggestion would be to try regenerating the table where these fields exist. You can find instructions for doing so in Solution No. 429 of our Help Center.
Let me know how this goes.
--Audisho
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Hi Rick,
If you mark these sales orders as closed, it should remove the quantity from On Sales Order without affecting your On Hand quantity.
--Audisho
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http://www.bestchoiceroofing.net/MethodErrors/Method_error.jpg
http://www.bestchoiceroofing.net/MethodErrors/Method_dataGrid.jpg
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I have a couple of screens where I am testing this - once is a customer list / data grid; the other is a test screen based on the Customer table with a simple dropdown and a few fields...
Here are a couple of screenshots.
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