Method Community

Hi Marcelo11756 Do the work orders have to meet any specific criteria to be eligible for invoicing such as status of Completed or certain number of days old? Jeff

Hi DAllen100 We'll keep it reasonably straightforward then. I'll go with the assumption that you've taken a copy of the Sales Order screen and added it as a tab link to the Contacts Portal. If not and you're stuck just let me know. Prepopulating the Customer name One thing you might notice about the Sales Order ...

Is there a way to cuztomize a screen so I can select or unselect all work orders in a grid, not page by page, when I invoice my work orders at the end of the month, I have several pages that I have to go to select them all. I would like to simplify the process

Hello Lance,     You do have to create new tags using the interface on the Edit Contacts screen.  There is no other way of creating a tag.  Once you have your new tags you can use the Integration Tools to import tags to other records.  Check out this forum post that explains the process.  The taglist field is a ...

Hi Alex Welcome to Method! Let us know if you have any problems or questions. 1 - Custom fields from Quickbooks will sync over to Method but any custom fields created in Method will not sync over to Quickbooks. 2 - If you haven't updated the custom fields labels in Quickbooks it should still show a name such as ...

Hi Greg Can you please call our support line when you get a chance? The number is 1.888.925.6238 Option 2. Jeff

Right. I need a better way to both create tags and assign tags to contacts. Does anyone else out there have a better way? Using the API purhaps?

Hi l.brandow I take it you mean import a list of tags rather than importing tags with a contact? As I understand it, the only way to add tags is through the popup when adding or editing a contact. Jeff

Hi mholden The Industry  I kept it quite simple but if you choose you can add a bit more complexity to it. I added a new table called 'Industry' with one field called 'Name'. I made this field unique as I wouldn't want multiple versions of an Industry clogging up the list. The Dropdown in the ...

Thanks for your reply, Jeff. We're going to start off by just sending the link to the portal to all our existing clients that we have quickbooks accounts set up.  We may eventually add a link to the website in the future.  We want them to be able to create an account linked to their quickbooks account. What I would like is, ...