Method Community

Andy, I understand you may not care about estimates lines properly syncing to QB but just be sure this won't affect any business changes or requests in the future. Now, enough with the lecture…if you want to make the changes your suggesting yes you could get away with two new custom files for SalesPrice and Amount. [quote ...

Hi Rolf, FYI – please see a post (click here) that provides more details when customizing fonts in the Method Report Designer. Thanks.

Hi there, My suggestion is to have them log in as Method users. This would provide you with more off the shelf features, more robust and flexible options in the future. As you start to ad your Method users to your account (Customize>>>Users) you can set up the sharing between them in step 6 of the wizard when you edit each user. We ...

Hi there, Before we direct you to using the portals, I have to ask if these users will be doing anything else other than creating leads and viewing them once in a while? If so, maybe it is best that we consider allowing them to log in as Method users rather than portal users. There are two main reasons for this. It may be easier to just take ...

*The following question came in via email and was posted on our forums with a response to follow.* Looking for some pointers on custom portals. Didn’t find much in either of the documentation areas. We have a set of companies, each with a set of users. We’d like a portal where a user logs in, and is then presented the list of leads ...

Andy, This is a good question, believe it or not cost is important to a lot of companies when doing estimates since estimates by nature may go up, down and are negotiated. Having the cost is important and allows for proper estimating for a lot of companies. If you try to create an estimate in QB (try it out) you will notice there are fields for ...

@dottie, Method CRM does sync with the QB item list. Not only do the items sync but as they are used on transactions such as when you sell on an invoice this will make the appropriate changes to areas like quantity on hand and others in QB as well. Have you taken a look at the item list in Method. You may have to change the tab group you are ...

@dottie When you made a copy of the screen which of the following options did you choose? Copy Screen Wizard Step 3 of 3 Choose a Tab to add a Tab Link to: Do not add a Tab Link Replace links to an existing screen: Add a Tab Link If you chose to ‘Replace links to an existing screen’ it would have replaced all links ...

Andy - figured it out. The field you are referring to 'SalesPrice' on the EstimateLine table is a custom field which is set up as a linked field referencing the Item. You cannot change the value of a linked field the way you are trying to. Do you know why this was added as a linked field? Why not use a regular custom field? Depending ...

@dottie - did you drag the fields onto the CRM_EditCustomer screen? This is also where you would start to add the logic and actions. To be clear the suggestion above allows you to edit the % on the CRM_EditCustomer screen and then view these on the same screen and/or the Customer and Contacts List. It does not allow changes to be made directly on ...