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Hi Robert, A "Job" is similar to a Customer, it's sort of a sub-customer. You can use it to track transactions and contact information separately from other "Jobs" of the same Customer. It would be useful to track different projects for a Customer. For example, if you have Customer Joe Schmoe, you ...

Hi Chris, We're not part of the partner program and to be honest we were not planning to join it, at least not as individuals. For my full-time I work for a software company which builds cloud based software for enterprise/corporate sales and that may be an option in the future but for now, this is a 1 time project that we're doing just ...

How can I create to dropdown fileds that are related. For example  I want to create a screen for equipment, when I choose the make (ford, chevy, etc) in the first dropdown field, I want the next dropdown field to show models for the make only ( F250, F350)

Hey, I'm a little confused as to how to set multi-value fields up.  For example, I want customers to have multiple contacts (and thus multiple contact record IDs for one customer record) and vice versa (a contact to have multiple customers/customer record IDs for a record).  How do I get multiple record IDs from a table into a ...

One more thing. If you only want to update records that already have your tag applied to them, you can export your Contacts table using the Filter with script option. It's available under the Advanced Filter Options of the Import / Export Tool's export function. We have a Help Center article on Filter ...

Hi haydenareadb, You can accomplish this using the Import / Export Tool, which you can access from Customize > Integration Tools in Method. First you'll want to export your Contacts table (uncheck the Show only common tables? checkbox), exporting the fields FullName, RecordID and TagList. ...

I am just begining my MCRM journey (and membership of this forum).   I've tried to look this up, but, What are the fundamental differences between a Quickbooks "Job" vs. an M:CRM "Work Order" -or- an "Sales Order"? Do these simply map across to Quickbooks? Thanks in advance for your patience.

I have been using tags to send emails to my prospects and customers with the campaign function. Each day I tag the people I want to email and then send one email to the list. The only problem is that then I have to go back and un-tag the people I emailed, which takes a lot of time. Is there a way to remove a tag from a group of contacts?

Hi Marcelo, Add a cost field to the ActivityJobItem table and add it to the grid in your work order screen.  It also depends on A) how you set up your mechanic in Quickbooks for example: employee or vendor?; B) how you handle this type of scenario in Quickbooks: Vendor Bill? Marwan

Hi Marcelo, The dropdown field idea is good. Regardless of how you approach the situation, if you are NOT using the default company logo on your Method account, you would have to go to every template and change the logo manually. Marwan