Method Community

Is this possible? I don't seem to see it on the editable screens.

I do not have any tables that I can export that are named "Entity". Here's a shot of my options. I could go through all customers manually? But that would take a lot of time. Is this a bug or something? Why would duplicates cause tables not to be allowed? Hmm. My screen shot isn't showing up but the list contains account, ...

That's good. But then how do you add it? All calendars are the format username:CompanyName. If you try to add that in Google Apps for business it does not find it. It must be just a syntax thing, but what am I missing?

Okay, just to be clear, I can NOT see another user's calendar on my OWN Google calendar. I can only view it in Method. If the above is correct, will this be remedied in the iphone app, so I can view and create appointments on all user's calendars? Will a non-user, aka resource, be able to download the app, to see the calendar for that ...

I don't have the option for FullName. as you can see. You mention duplicates. Why would I have duplicates? From creating custom screens? The only edits I have done to the customer table is the addition of the yes/no fields like IsHVACCustomer, etc.

I tried to create a field under "Customer". It is called ReferredBy (Note that if you use "Referred By" with a space it seems to allow it, but it won't let you go further, without actually saying error). In the dropdown I choose to pick an existing table. I think Customers or Contacts would be want I want for this, as I ...

What about the calendars for these non-sign in users? They would not have a calendar to sync to Google calendar, right? Speaking of Google calendars... Can you add other users' Method calendars to your own Google calendar? From my calendar, I can see all users from Google Apps, but those calendars don't mean anything since they dont' ...

I have created some yes/no field information such as IsHVACCustomer? This is for importing existing leads from another CRM as well as entering new leads to know what they need. I originally just added a checkbox object, so nothing really saved. Now I have created these fields in Customer. However, I went into a lead that was recently typed in to ...

I have seen some posts on the positives and negatives of Method's calendar system. I see hints of "default calendars" such as Call Center or Professional services, etc. These sound like resource calendars. How do you get them to show on the activity calendar page? I have tried some of the suggestions in general of testing with ...

Yes, but this would be an automated action by checking a different checkbox. Imagine making a yes/no field called, "Likes Broccoli?" When a new lead is created, and they click the box, then it creates a task for a user named Steve to call them within 24 hours of the lead creation, creating a custom title for the outbound phonecall ...