Method Community

I'm still in the trial period and am slowing moving from my "playing around" status to truly working in the application. Before I knew what I was doing, I apparently copied the CRM_EditCustomer screen to create CRM_EditCustomer(2) and CRM_EditCustomer(3).  In trying to clean up un-needed tables and screens, I'm trying to ...

How do I make the email body bigger in any screen, so I dont have to scroll down so much?

It looks like the problem has been resolved.  That editing for customer links has to be done in QBO.  I do wish there was a warning or a fix for this.  This can happen so easily.

Thanks for the help. I am going to try this today.

Currently we don't have anything like that setup in Method, however this may be something that will be possible down the road. If I find out more information about this I'll let you know by updating this thread. - Ashur

Hi Marcelo, You can use the Customer Type field as needed but when it comes to sending out renewal letters then add those tags to the contacts. Tags are generally a better categorization then fields. Check out our Tags Help Center article for more info. Hope this helps! - Ashur

I want to create a screen to set defaults for my services, can anyone guide me in the right direction? For example,we have a service called WEEKLY MAINTENANCE, it is a recurring service, to be invoiced type, starts april 15th, ends november 15th, renews every year, ect. I want to set all this info only once, so everytime I schelude this for a ...

Grif, I just responded to you be email. Please let me know when you're free. - Ashur

I am a new user, and I want to slowly to convert from the software that I use now to method. I have been reading about tags, and I am not sure if I should use tags or create a new field in the customer screen to divide the customers in different types (commercial, residential,etc). What is better in this case? The customer types will be use ...

Lets say I have two types of customers, commercial and residential. The software I use now (QXpress) allows you to filter the residential customers, create a list and memorize it. Then I can use the memorized list to filter anything I want like invoices, estimsates, reports, emails, letter etc.