Method Community

I want to be able to customize my new activity tab to have a billable drop down and time tracking slot.  Can this be done?

Lindsay

Hi Imata00,

It is possible to do this through customization within Method CRM, but would be done through our customization consulting service which is $125/hour.

Another option is to upgrade to our Professional Services app if you have Method CRM pro. You can learn more about this application by watching the following webinar:

Introuduction to Method Profressional Services

http://www.youtube.com/watch?v=QVn8Xyp0sec&feature=youtu.be&hd=1

To give you a little bit of a preview about this app, the Method Professional Services app allows you to record time and expense entries to contracts to maximize the billable time to a client. It can also also be customized to your businesses specific needs by booking some consulting time to have your application customized.  

I hope that helps. 

Ronen

I don’t know exactly how is that going to work, but you can get a time tracker which I am also using.

Hi Linsday

This is one of the primary features of AERO.  It's a method add-on and can be downloaded from Method's app store. http://method.me/crm-quickbooks/add-ons-app.aspx?app=AERO+Workflow+Management+for+QB+Desktop