Method Community

Hello davewalter, Yes, it is possible to re-assign an Opportunity to other Customer/Lead by simply selecting a diiferent Customer/Lead from the Contact dropdown on the Edit Opportunity Screen. Coming to your next question about merging two customers/leads in Method is not possible. But you can merge two different customers in Quickbooks ...

Yes, to make the Internal? to "Yes", just follow the same steps, or you can even select the default value for that field. When you click on edit on Internal? field make sure on step 1 of 3 Checkbox properties on the Default value click on the checkbox to make it as a default. Hope this helps! -Inder

Hello,   I have a question regarding the SimpleInvoice that's available to us in Fields Service Operations / Existing Invoices. The invoice in PDF format is coming up with some items that we'd like correct. SimpleInvoice report in Method Report Designer: PageHeader: (1) Where is the company & address info being pull from? We are ...

I need to know if the method API supports access to the method calendar. The outlook plugin is inadequate for our needs, and I want to write an app that will do what we need to do. I am skimming the method API v2.0 documentatinon PDF, and it seems to mainly pertain to QB integration functions. I want to know, ...

Is it possible to move (or re-assign) an Opportunity from one Customer/Lead to a different Customer/Lead? And, is it possible to actually "merge" two different customers/leads? Thank you

I am glad it worked for you :) Have a great day! -Inder

As an aside... do I follow the same instructions to make Internal? default to Yes..."

You nailed it, Inder!  I was selecting "Schedule a follow up" instead of "Schedule a follow up ?" as the field when selecting the value. Thank you for your patience and help! Meghan

Hello Meghan, Firstly, Call OnScreen Load Button has nothing to do with this. Here are few things that I want you to check: - Make sure that your "Call OnScreenLoadButton" is number one on order action sequence, then "Enter value into Field" and lastly "Call another Action Set Case dialog & New/Edit ...

Inder, I followed your steps exactly... but I'm still not getting the Schedule Follow up to automatically appear.   I'm wondering if the Action "Call OnScreenLoadButton" has anything to do with this?   Meghan