Method Community

Yes, but I am talking about Title as in President or Project Manager, etc., not the honoric or salutation.

Hi Matthew, By default, there is a field called Salutation in the Customer table. The Customer table houses both customers and leads and this field is usually used for titles. The field is available on our stock New Lead and Edit Lead screens. See my screenshot below. Is this what you are looking for? If not, can you provide a little ...

Greetings, I need to track a signature for a customer that I service.   Any ideas how this could be done from a workorder on mobile? I was looking at a field that i could maybe write somthing in it. Not sure if the picture or text field can do that. Thanks, John M

Karen, Sorry for the misunderstanding.  I was doing some research and found this post that explains how to add summary fields together.  Is this what you may be looking for? - Adam

I have table with Title, yet never get the option to associate it with the Title field.  How do I do this? Thanks!

Hi Ed, There are a bunch of different ways to tackle this.  My question for you would be this.  Do you need to know the complete purchase history when contacting the Lead or just the last purchase? If its the complete history, what I would suggest is adding a dropdown field to you your history table to store the Lead. Then the table ...

Pulling my remaining hair out here on what I hope is a relatively straightforward problem.  *Someone* has done this before, no doubt... We have a number of old paper files with customer orders from once upon a time, and we'd like to go back and re-contact those customers.  These customers may or may not already appear ...

Brill, thank you - got it now, and will look through where you suggested too Cheers Giles

Hi Giles, Welcome to Method! You'll need to set up an Accounts Receivable (AR) account in order to create an invoice. Here you can learn a little about what an AR account is. You may have not set one up in Quickbooks yet. You can also take a look at your Chart of Accounts in Method. You'll need to view your Quickbooks tab group (see ...

He there I'm new to Method and trying to convert a sales order to an invoice, but it keeps asking me to enter a valid AR Account - I'm not sure what one of these is, can anyone help please? Thanks Giles