Method Community

Hi  Mattohm, You can add through the report designer.  Under Customize Templates you  have open to customize with Report Designer.

I was wondering if there was a way to have the "Memo" field on the "Estimates" screen show up on the estimates when we hit print preview.  We use the memo line to summarize what the estimates are for and would like our clients to be able to know at a single glance what the estimate is for. We would like the test in the ...

"I hope this is a simple problem, we are new to MethodCRM and we want to do the following: When creating a new activity and then choosing a contact, we would like to have customer's account number appear under the "Lead / Customer / Vendor / Employee Details area.

It's back to dollars now for no apparent reason. But it switches back and forth intermittently on multiple computers.

Is it possible to program method to look at all lines of a grid (see sample below) and calculate sum of Total FT for only the lines that have value of "Flats" in the description and then do the same for "Corners"?  I would then need the sum of Flats and Corners added to section below that's in bold.  Can you let ...

I recently lost a Sales Rep.  I want to take all the future Activities that the old rep had and assign them to the new sales rep.  Is that possible without aving to go into each individual Activity????  This should be a pretty common occurance for anyone that loses a salesperson and later replaces them with someone ...

When we hit print it creates a pdf.  This pdf always opens up behind the method screen. This is hard for our users that aren't "computer user friendly". Is there a default so that it pulls the pdf up in the front?

Hello,      Have you added the field to the table?  I believe you have dragged over a plain texbox and not a field.  When you save, the data has nowhere to go.        To add a field to a table, go to Customize -> Tables / Fields and click on the Activity table.  (This is the table ...

It used to show dollars but now is showing Euros. How is this possible?

  In this installment of our QuickBooks 101 series, I'm going to provide a step-by-step guide for creating an estimate - an important step for managing your small business in QuickBooks Desktop What is an Estimate? In essence, an estimate is the presumed price for a product or service you will provide to a customer. Sometimes the ...