Method Community

I just set up my portal for the first time, tested it it worked fine. How do I go back to the portal login? How do I get customers to sign up?

I have a problem with the convert to cutomer button that I did not notice before. When I am in edit lead screen all the info of the lead is correct, if I click convert to cutomer the info in the edit customer screen is not complete. The first line of the bill send to, is empty, the address is not copy to the job site address, and the full name ...

Text fields, either in existing screen or new ones. For example you have a state field, that you know only two letters are going in, but the field has room for 40, how can I change this after is created.

I was hoping to see how other companies are doing this. Ideally, I would like to create a 6 step program that after entering the price for each step, the total price is reflected somewhere so the customer can renew the entire program. Don't know if I am clear

How do I change the size of a field after it was created?

What is "Delete existing occurrences on insert" is use for?

How is sort order used?

What would be the best way to schelude a 6 step lawn program? Recurring? Projet? Using item gruoping from quickbooks? The six steps would have to be on the waiting list, since we do not know the exact day of the application.

What is the route field in the work orders for?

I am trying to delete a contact and I get a message that says "this is a quickbooks alt contact, can't be deleted" is there a way around this. The contact was created by mistake, I had a phone numer in the alt contact field in quick books, I want to fix this, how do I do it?