Method Community

Greetings, Yep there is.  I do this all the time. I have a customer that i have 3 contacts with.  Each contact gets the estimate but only 2 get the invoice. go to Customers then contacts.  John M

That was the issue. thanks

I've reviewed previous posts and am hoping there is a different answer now to this question.  I want to be able to use method crm to authenticate users into a "Client Only" portal / website / content management system...Which CMSs have an easier or best integration with MethodCRM? Looking at:  Sharepoint, Joomla, Drupal, ...

Is it possible to email an estimate to an alternate or evene 3rd or 4th contact with in a Customer/Company instead of the main contact. Thanks Mike

Hi SalesMan, I do believe I know what the issue is you are experiencing after the Sync Engine Update, this shouldn't have anything to do with your "mistake #1".  When you perform the update, you need to have QuickBooks generate a new "Method Sync Engine" Certificate.  The only way this Certificate will get ...

Hello, I have upgraded QB Enterprise (mistake #1) to V24.0.4005.0. Method integration was wokring fine and then popped up wanting to upgrade to the latest plugin. No problem I let it do its thing. Now I can not connect it to my Quickbooks File. Integration copied all my informaiton over, any ideas as to why? Regards,

Hello,    Restriction is a bad word for it.  I editing the ActivityJobItem table in the Tables/Fields screen and could not add any fields that were from the CustomerEquipment table.  When you select Add a Linked Field and choose CustomerEquipment, no fields appear in the next dropdown. - Greg

Greg, Thanks for your input.  I got this to work. The retrieve table informtion was added to the onscreen load. Also a pulldown from the Entity Table was needed to make the field show up on the screen. I believe that's the part that is missing from your post above. Thanks again.

When you are in a customers file and you create a new activity for that customer, the Activity file opens and populates the Contact field with the customers name. That Contact field is the direct link to recent history, opportunities, and cases. The problem I am having is when I am in fieldservices calendar and I make a new workorder for a ...

Hello,     I did try one field from both the Contacts table and Customer table.  The Contacts table did get copied to the List Builder table automatically.  The Customer table did not. - Greg