Method Community

Noel's answer is correct but if you find yourself constantly changing who is Opted in or Out - another approach would require customization (which could be involved) but would get you more flexible results.   Add a listing of contacts for specific customer estimate is for. Choose who you want to email document to. Adjust email ...

I have customized my activities calendar so it shows work orders and I have the calendar syncing with each users google calendar.  I am now wondering, if two of the users are going to the same job on the same day, what would the best way for me to have that work order appointment show on both of their calendars? Is it possible to add a second ...

I went to the join up page, however I read on that page that the beta does not currently include field services, only the basic CRM features, is that correct?

Here is an idea for not having to deal with two lists.   For many of my Method clients, I have combined the Customerr/Lead Lists. This way they do not need to figure out what is what. On my screen, I added a field for "Contact" type, so its clear what type of "Name" you are dealing with.  With a joint table, ...

Hi DAllen100, Welcome to the Method forums! Apologies for the delay in responding to your post. To answer your first query, yes you are correct in your thinking. Provided your customization is correct, Method will apply the custom price level to those 8 or 10 dealers and standard pricing will apply to all others that do not have custom price ...

Hello, We are just starting a Method implementation for a client who needs to handle credit card processing through Method. I’m new to this so I’m reaching out for some advice. First Data is my client’s credit card processor. It is my understanding that they could set up an authorize.net gateway and the transaction would be ...

Hello Dave, Here's my asnwer. According to your situation if you are dealing regularly with multiple contacts for a customer and you want to deal with each contact separately, then you should use job of a customer field by using the job of customer drop down under the additional information section ...

I understand the difference between a customer and a contact - but in trying to implement Method Im running into a problem.  Here is the scenario.  Customer Acme Manufacturing has 50+ contacts in offices around the country.  Each contact is stored in Method as a contact under the customer Acme Manufacturing.  The main contact ...

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