Method Community

Hey Mahlon- Thanks for sharing that customer feedback with us.

Internal notes can get lengthy and having more space would be helpful. Thanks for the feedback.

Hey Mahlon- We are aware of this issue, there are a couple of things that don't quite line up. We will be addressing these issues.

Hey Mahlon- Thanks for the feedback.

This still is not working.  Although all of the customer information associated with the invoice changes the invoice stays associated with the old customer account.  Again, this worked fine for me on Thursday, I moved several invoices from customer A to customer B without a problem. But since Friday all it does is propagate the ...

Hey again Loi, This still is not working. I follow the instructions you gave to the letter and although all of the customer information associated with the invoice changes the invoice stays associated with the old customer account.  Again, this worked fine for me on Thursday, I moved several invoices from customer A to customer B without ...

Hello everyone, My name is Jorge from the US-Spain Chamber of Commerce. We are actually starting to use the Basic Method CRM and wanted to remove one feature of the program. We want to remove the ability of anyone inside Method CRM to create an invoice that syncs to Quickbooks. Thank you everyone for your attention, I will be ...

prominent...maybe a blue like a hyperlink

Hey Mahlon- What does more pronounced mean? Make it look more like a button? Bigger?

Opening an existing activity would fall under the "Recent Records" as you are opening a screen with an active record.