Re: Using Method to track and report project progress

Method_Samuel — Wed, 03 Jul 2013 16:33:48 GMT

Hey Carlo,

Method does not have Project Management features out of the box. However, you could have customization done to accomplish what you are looking for.

Like you have suggested, you could use cases and activites to update customers on their projects. A simple way to notify your customers of an update could be through the case Status. You can create a new status by clicking the ellipsis button (...). Prior to saving the Case, ensure that you enable the Email case notification to contact when saving? option in order to notify your Contact of the update.

More robust project management features would likely require a fair amount of customization. If you are interested, you can contact our consulting team to give you better idea of what is required.

Sam

Using Method to track and report project progress

Carlo Sparacio — Tue, 02 Jul 2013 23:10:59 GMT

Hi!

We are trying to create a new process to track specific projects and their progress, and have the customer be able to login to their Method portal and see the current status of their order. Kind of like when you order a pizza online, and you can login in and see the delivery status (ordered -> pizza being built -> just been boxed -> out for delivery -> delivered). Our projects take a month to complete, so it does not need to be real time, but something the customer can check in on.

One thought was to create a "case" for each purchase order. Then each time we update the "case" the customer gets notified via email, or they can login to check for themselves, to ask questions, etc.

Has anyone done that, with a custom built form or screens and custom fields?

Maybe this is really simple, and we just don't have enough experience with what Method can do. Looking forward to hearing any advice!

Cheers!

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Re: Using Method to track and report project progress

Using Method to track and report project progress