Method Community

Scott, A Sales Rep has to exist as a Vendor or Employee or Other Name before you can assign it to being a Sales Rep. 

Hi Kwbgs, Most of the Solution Providers listed on the website can help.. but Mary Longacre comes to mind as I recall her dealing specifically with membership app.  I am sure she would be willing to help to talk with you.  Cookies, Candy, flowers, money are always helpful bribes! .  Good luck.

As I was trying to Navigate through to trouble shoot I keep getting this error message :  Grid could not be generated . If this contiues please re-generate the screen or contact method staff.  Grid<table  width+"100% ><tr><td> <p> Currently there are no fields added to this grid. Please edit ...

I am looking for someone who has implemented Method CRM to track memberships and / or donations in Method & in Quickbooks.  I would like to review the workflow that is used between the two applications.

Hi, Can you help me understand the relationship between Method and Quickbooks, when you are using SmartVault? I was under the assumption that if I upload a document to Method docs, in a Customer record, that I would see it in the Customer record while in Quick Books. Is this not the case? Thanks for your help.

JWS, I am not sure the reason why you are getting the "Invalid Code" after your screen loads, is this a pop-up error message, screenshot?  Also do you have a screenshot of your SQL Override?  The example I gave above was done from one of my accounts this morning, so I know this should technically work in all accounts. ...

I get a “invalid code” message after the screen loads.   Also after I enter the code into SQL Overide. The Advanced button becomes read only. So I need to delete the column and enter it again.

Adam, Ben & Naeem, Thanks to all of you who are working to help us resolve this issue. I understand there will be a post soon to resolve our probelm so I wanted to restate our concern to be sure we're all on the same page. We employ Manufacturers Rep Firms for market our products. Each of our firms have several salespeople we need to ...

JWS, I just finished creating a couple examples of the code you would use in the HTML Override, here is a screenshot of my end result (don't judge my color choices!): Keep in mind, you need you are essentially using either HTML or CSS code in the SQL Override area to make use of colors, I have provided three examples below of ...

H the texello,    I found out how one can use values off of the screen.  It is using the Character Function and the Replace characters function.  I'll try to explain how it will work.       First, Take your SQL command and for the Screen.ClientName section, replace it with something you can ...