Method Community

I was trying to add a new lead but I was not able to because it was a duplicate.  This lead is also a current vendor.  Is there any way to get past this without renaming one "vendor" or one "lead"  they are the same entity. thanks, -matthew

i built this report with the contact table and it seems to be ok. thanks!

ok.  watched the videos.  very helpful! however, i am not seeing my report in the report section.  I created a report on the "entity" table.  Should i be able to see that under leads and customers?  since there is no lead or customer table i don't know how to get my report to show up under these ...

Hi...I am looking for some instruction (or to be told "can't be done") to generate a report to replace me exporting to excel and creating a pivot table. i have created the following fields Industry Marketing Period (1,2,3,etc) - to reflect when i market to a lead..1=january, etc. right now i export the lead list to excel and ...

I see that there is a "contact" field on the record but i do not see how to remove it or add it to another contact.  Is there an easy way to change the contact from person A to person B without just swapping all their info? thanks,

i wondered about the QB limitation after reading some other posts. so i guess if i win them as a client i'll just have to send them the shortened name on their invoice. thanks!

is it possible to make Company name a longer field? Since companies make their own names I'd rather not have to abreviate or shorten them just to fit into my records.  If they want to be called "The Massively Long Named Company of the American Southwestern United States"" i'd prefer not to send them a mailer calling ...

I don't want to create a new field so can someone please walk me through the steps of putting the website field onto the entity table so that it can flow through lead and customer. it seems like it makes more sense to be on the company instead of the individual. I tried to add a "linked field" but i don't see anything that ...

somehow the tablink got deleted.  i had to create a new one and then reassign it to the "go to" link. thanks!

almost there!  :) i made the custom grid but now have the following two "how to" questions to complete this: 1. i only want to see "Main" contacts, I'm not sure what the criteria is and how to set this filter. 2. i do not see the action to export to grid.  is this something i need to create and add to the ...