Method Community

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

Hi Micahk, This may help you a bit. Instead of having multiple customer contacts screens like u are using now, just use the one screen provided my method and make new filter view. Example: My company is a service base company. We go do a job for a customer and we may never have to go there again. The stock customers and contacts list shows ...

Hello Meghan, Here's my answer. You can definitely set the Schedule a follow up to show automatically on the Edit Case Screen everytime it loads. Here are the steps that you can try: - Create a copy of the Edit Case screen and then click on the Advanced Screen Properties option. - Add action Enter Value into Field on screen and update the ...

I am a new Method CRM user and new to these forums and I have some questions.  I have been reviewing a how-to that Justin set up on custom pricing and before I pull the trigger on it I want to make sure I understand it. Does the customization outlined in the how-to article affect all customers or just the ones that have custom pricing?  ...