Method Community

Hi there, Is it possible to close a estimate without deleting it? Not all of our quotes lead to sales and so we need the ability to close the quote but not delete it for our records. In the past, we've gone ahead and deleted the quote... but obviously this isn't good practice if we want to figure out our sales conversion ...

Is it possible to have a memo field or note field with date stamps under the customer tabs? It would be nice to be able to keep track of all activities done associated with a customer, including date stamps and time.

Is there a reason why the state field sometimes changes when creating an estimate or order? For example, we've set a customer up in Method with a Texas address... but when we create an estimate or order with the same customer, the state field changes to Louisiana. Why would it do this? You can see how this would be an issue when we go to ship ...