Method Community

Will both choices also reflect in Quickbooks through Method. For example if I sign into quickbooks only, will the job#'s that Method assigned to the new jobs also reflect in Quickbooks. and if I select the simpler customization (option 1) is there a way to include the prior job Number,s that we created for jobs already opened, in this field ...

We usually have many jobs under each company, we work with. In order to identify each job, we create a job # for each individual job within each company. Is there a way to customize, so that Method generates it's own particular job# when a new job is entered under a customer?

I would like for only one employee to have access to the drop down selection closed job in the edit customer screen, which is in the field Job Status. The job status field has various drop down selections such as awarded, in progress, pending, closed job etc. I just want the closed job selection to be available to only one specific user name and I ...

Is there a way to manage material or equipment inventory using Method CRM and have it correspond with our Quickbooks inventory module. We would like to use the Method interphase to track equipment we own ex.. tools etc.. but would like the material & equipment entries in Method CRM to also reflect in Quickbooks through Method.

Yes, I did drag the fields onto the CRM_EditCustomer(2) screen that I copied. I dont mind that I cannot make changes directly on the grid, I actually prefer this. I think that the problem is, when I am in the Customer/Jobs Contact list and I click on the Go to... on a specific customer and I hover over that screen, which must be the edit customer ...

I followed all the steps and even created my columns in the customer listfor all 3 fields. The only problem I am having at the moment, is I want to check that I entered my actions correctly, and even though I dragged all 3 fields to the grid for both the customers and contacts, they are not reflecting in the live screen inside the individual ...

This worked thanks :)

I would like to create a Column in the Customer Contact list that provides information on % complete per job. When this percentage is entered I need it to automatically keep a visible record of the person's name that edited/updated the information as well as the date and time it was done. This should be visible within the column or next to it. ...

Ok that makes sense but the field I want to add is a drop down. However, after I add the field it does not offer me the option to enter what I want my drop downs to be. This might be a separate issue of what Im trying to do.  What I need to do is I want to add a field that already exists in the additonal info/payment & job info ...

dd a New Field Add a Linked Field Field name:   Field Type: Automatically add field to default screens Unique - disabled because table has 236 record(s). Must be an empty table to set this property. Required - disabled because table has 236 record(s). Must be an empty table to ...