Method Community

Hi, Quick question about Fields. I want to add the field "LeadRating" with a dropdown that allows me to access my LeadRating table (Cold, Warm, Hot are the only entries in that table), but there is no [ LeadRating with dropdown ] field available in my fields list when I'm editing a new screen.  The standard "Edit ...

Marco, Had you already changed the AsOfDate that day, perhaps earlier when you entered the day's ExchangeRate? Is it not syncing at all, or is it incorrect in some way? Let me know. - Justin

Justin, Thank you very much. Exchange Rate synchronized fine but not the As of Date Field.  Marco.

We are just starting to use method. The sync with quickbooks imported the "jobs" in as the "customer name". This has created a contact for each job we ever did with that customer.  It's a list of the same person again and again for every job.  I've watched many of the videos and I don't see any showing ...

Hello, We have students taking online training from around the world. Some students take our training for free, while others end up paying. For this reason, we do not want to put all students into our CRM as customers. That said, we may have the need to create either activities or cases for either non-paying or paying students. Our goal being ...

I am trying to modify the V2 invoice report and I can not prevent the cells and lines from anchoring to the grid.  It appears that I can not disable or freeform place the lines and grid.  PLEASE HELP, very frustrated.  There are times when you need it to not anchor at a grid point.  Can this be turned off?

Hi GetRXd, 1) If you've created an Email field in the Estimate table, it will only be available in screens based off of that table. You'll have to add an Email field to the Invoice table if you want one available there as well. If you were to create an estimate in QB, then sync it over to Method ...

Hi Stephen This is definitely possible.  We did something for another client.

We have been trying to set up the customer invoice portal on our website but we've been running into a problem. When we try to add a contact's email to multiple customers, only one of the customers they are linked to will show up on their profile. Since our "customers" are job sites we need to be able to have several linked to ...

Hi pdx971, The Cases screens isn't set up to use the merge function based on the Contacts table. If you wanted to use Contacts.Email instead of Cases.ContactEmail, you'd have merge that table into the Email function of your New & Edit Cases screens. We have a Help Center article about mail merge and how it works, you can find ...