Method Community

I'm looking to customize the lead ratings, where I would have my own ranking system from A to D with A being "best" and D "worst". The hot/warm/cold option is not specific enough for my company. Is there a way to customize this specific drop down option under "leads?" Thank you!

I have a customized sales order screen. I want some users to be able to access certain fields won the sales order screen, while other users don't even know they exist. How would I do that? 

Hello Francisco,     Can you post some screen shots of the two different Credit Memo screens?  Is the pop-up that is opening the Credit Memo screen customized? You can use programs like Imgur to post images online and use the URL's for the post.     I did a look at the Credit Memo screen.  It does not ...

I have a problem with the Credit Memo Screen. When I call it in Pop-up with the RecordID of the Credit Memo created by Inserting in the table (Credit Memo, and Credit Memo Lines), some of the lines are Rate Percent (discounts) and the calculated amounts on the Pop up screen are calculated correctly, but when I open the Tab-Screen and select the ...

Great to hear! - Adam

Ok, get it to work. thanks

Glad this worked for you SalesMan, enjoy your syncing! -Ben

Hi Jeshurun77, I believe the forum post you linked in your first post is slightly misleading for what you are attempting to do.  First off, please understand that Method Reports are built using different technology then QuickBooks reports, so they are not interchangeable.  This means, if you have predefined Invoice Reports in ...

Hi Kpop, I am not sure if you are aware of this, but Method actually has a Contacts Portal built right into all Method Accounts.  If you want more info on the Method Contacts Portal, take a look at this Help Center Article.  The basic Contacts Portal in Method gives you a place that your Customers would be able to login to into, in ...

Hello Mike,     When you create an estimate, you can select 'Email notification when saving?'.  This will send out the estimate to any contacts under the customer that does not have 'Opt Out Of Billing?' checked.  To figure out what contacts have the option checked, go to the Customer edit page and choose ...