Method Community

I am new to Method and the migration of our company's data from our previous CRM has been trying and complicated and still is incomplete, so obviously it's interrupting our work flow.  The latest issue is activities automatically and incorrectly relating themselves to opportunities that I have not even viewed or ...

Hi Guy, Sorry for the delay in answering this post, I had to set this up in my own account to know for sure how this would be done.  I believe I have part of your solution, but I would like to confirm this is along the lines of what you are looking to do. In my example, I took the stock WorkOrderV3 template and made a copy of it (just in ...

Nevermind, I've figured this out.

Thank you that worked great. Now, can I make the to do's different color that the meetings?

Hi Sean/John, John, thanks for the quick reply to Sean, however this isn't quite accurate.  This is an issue we are currently working on with non-US QuickBooks Online accounts, it has nothing to do with the version you are logging into for Method.   We should have a fix for this in the next couple of weeks, however if you have any ...

Hello,    You have asked a good question as I seem to have many answers.  You can do it through a customized screen that allows you to add and subtract Lead Ratings.  There is a post that describes how you can customize a screen to update the Lead Ratings table here.  - Greg

Hello Mike,      I don't believe there is a way to make it "explode" automatically.  There is an 'Update' link on the bottom right of the grid that will expand the group items once you place the Group item in the grid.  Then you can apply your discount to the proper line item.    Also, ...

Hi C.Wolfe, Your suggestion may be possible, and it somewhat makes sense to me, however I am not sure this would work for Mike's current procedures.  The main issue here, is that these screens have been designed so you can only make payments on Invoices, the "Receive Payments" screen from within Method only accepts payments for ...

scottaskinosie, Yes, sorry I wasn't sure to expand on the screenshot part.  If you want, you could upload your image to a photo bank website, I use Imgur.com, however there are many out there.  These sites will provide you with a link to the image, then you would use the icon you were attempting earlier, now you would add this ...

Hello,     I found out that there is no interface to change Lead Ratings.  It was never implemented.  You could do an import-update, but there are many risks involved in doing that.  So it's not an option I would recommend.  Unfortunately, there is really no way to change the Lead Ratings value.   - ...