Method Community

Some times a get leads coming in and work that we refert to an outside  subcontructor for then to do the jobs. went the lead comes in i still log in in the CRM for marketing. How can i Email that lead or My customer info to our subscontractor with out having to set them up as user. I was thinking to do it as a work order, but they have to be ...

I understand that you can only have two contact in quick books sycn with method. THe problem that i have is that went I put a mobile number under the primary contact or the alt contact in CRM it does not sync to quick books and quick books to crm. the email fron the alt contact does not sync to quick books either. Every thing elses like invoice ...

Hi EED, In QuickBooks and Method, Customers and Jobs are considered "Entities". To create a Job of a Customer is to create a sub-Entity of a Customer (or essentially, sub-Customer), so the name of a job is stored in the same Name field that a Customer's name is. Every Entity/Customer in QuickBooks has a Primary Contact ...

Thank you, we have Jason on the case! I appreciate the help. 

Hi pdx971, Customers and Leads are essentially the same thing, except that Leads do not sync with QuickBooks. Customers and Leads are both stored in the same table, the Customer table. There is a Yes/No field within the Customer table called IsLeadStatusOnly. This is the field that determines whether the record is a Customer or a ...

Hi Justin,  here is Edit table screen for my table for test. Alex

Hi rpoirier, You can manipulate the position and size of controls by changing their associated X and Y values. There is a section for this in the Property Grid, which is the bottom-right panel of the Report Designer. Just click on the control you want to change and you should be able to find this in the Property Grid: Hope this ...

Okay great  Look forward to them 

Thanks for this.  We are also having the API look for leads entered by the sales staff and then converting them to clients once it shown as sold  Could we still work int his fashion

Also, for the Conditional Warning action... where do I got to access this "Action" screen/table?