Method Community

Hi Michele, Sorry for late reply.  To answer your question, unfortunately a contact can only be associated with one customer/vendor/lead at a time. You can change the association however. Each contact is linked to an Entity (fancy word for a customer/vendor/lead) through a dropdown field. You can change the association by ...

Hi Michaelo, The beauty of Method is that your leads and presales activities do not need to be in QB first. If you entered a customer record in QB first, then the "contact Name" (first name,  last name) as you set it up should appear in the  dropdown list in your Opportunity table.  This is ...

wWhy is the rate and amount totaling and showing at the bottom of my estimates grid.? I only want to total the amount.

We have several customers that own multiple businesses that we service (e.g. conveniece stores). Many of them pay from different accounts with different business names and addresses but all of their bills from us go to one central office. When we were just using Quickbooks, we could accomodate that by having one customer (one billing address) with ...

Hey guys, any word on this? Phone support said to post here, but I'm not getting any feedback. 

Hi JWS, The address fields on the transactions are address field specific to the transaction.  Our phone fields are not normally found on the SalesOrder table. Did you add them as linked fields? My suggestion would be to add new phone fields to the SalesOrder (not linked) then use a Retrieve Value From Table action to input the phone fields ...

We use the "Value from session   User:IP address" value in a customized screen to set a default global value.   This has worked consistently  until the February release version.  Whereas this value returned the correct IP value in the past, it now always returns the value 10.183.248.250  We are ...

Hi Ben, Yes everything seams to be working as it should now. I have no idea what happened or how it happened. Back to my original post, I did as you suggested but in the grid, the inactive estimate is still showing up and I am still able to open it as a pdf.

It appears that after a long, hard winter, we’re finally coming out of the Ice Age and into the welcoming embrace of spring.  I don’t know about you, but the never-ending cold did a real number on my day-to-day enthusiasm and motivation, and I bet at least some of your team is feeling the same way.    To meet and ...

How do we reconcile the different definitions of "customer" in Quickbooks and CRM while using CRM to record pre-sales activities and while recording the amount of time we spend on the pre-sales activities so as to understand the cost associated with each sale. I record my time spent on prospecting for sales in Quickbooks.  To ...