Method Community

Hi Matt, No, you will not need to pay for another user if you make sure the user cannot sign in. The login will need to be Active though! Remember, in regards to users, you will be charged for another user if the amount of licenses increases in the My Account section.

Hello Matt123, If your fabricator is someone you will regularly send information to, are they already in your Quickbooks system as a vendor or another entity? If so, what you could do is create another user in Method CRM, but not a user that is able to log in. You can then attach a Quickbooks Entity (vendor/employee/other) to that user and assign ...

Hello Marcelo11756, I am assuming you are referring to the checkbox "Delete existing occurrences on insert" which you can find when you Add/Edit a Work Order in the Field Services Add-On. Basically it means it will delete any other occurrences which you may have scheduled for this work order and replace it with the new dates you are ...

Hi Matt, Unfortunately, there is no button that will pull lead information into an email. If you are sending the lead information internally, what you could do is set up an activity and then assign it to an employee within your company. Then the employee will see the contact information. However, if want to send your leads off ...

Hello Matt, There is a way to classify Contacts with the use of tags: "Tags are a way to assign a label or a category to a record". For more information, please check the Help Center's Entry on Tags. Hope that leads you in the right direction!

Hi thepostingboard, Yes, the field can be made editable in a customized screen. I have been assuming that the CSV information is being imported into the Customer Table.  If this is so, then when a Customer is converted from a Lead to a Customer, then everything is retained because there is no difference between the two other than a ...

Hello, Sorry, to clarify, make sure that it's a custom TEXT field within the table itself.

Hello! Yes, each field will be a custom field within the table itself. And yes, the CSV file looks to be the correct format as well.

Hello thepostingboard, Ah, is it only being used for display purposes? Would you not want to alter the different options you have under each category? Is it possible that organizations may change their services eventually later on? A solution I can see is to create three custom fields, one for each category of your CSV file. Stored in your CSV ...

Hello thepostingboard, I looked at your website, and I saw that you also want to filter on fields and list a number of related categories at the bottom. You may be able to do this with tags or selections lists, but the main concern is the work flow with the other parts of your CRM. I probably need a bit more insight into how it would be fully ...