Method Community

Val: I have a trial account that is facing this error and I have tried the the Method CRM Help Center solution no. 343 and Danny's ideas above without success. I hear you about contacting support, but these people are losing days off their trial - what can be done?

Hi CF_Pro, Am I correct that you are attempting to create a custom screen that, after selecting the initial Category Dropdown, you want a second, subCategory dropdown, that would list info specific to the first selection? If this is the case, I can suggest a slight trick that I would do to accomplish this.  Let's say I have a ...

Hello sbradley,      There is a forum post on this topic here.  It explains an app you can use for electronic signatures. - Greg

Hello sbradley,     You have a good suggestion.  Our developers are currently busy building V2 and there is a focus on mobile development.  Right now, it looks like they are building the core, common functions and apps.  I believe this is something that is in the plans for the future.    Thanks ...

Hi Michael, I sent you an email about this topic a couple of days ago, if you didn't receive it, but are following this post, could you please get in touch with us?  You can either send me a private email here with your contact info, or give me a call, my contact information is in my signature. I have discussed this further with my ...

Hi Stephen We've been doing this successfully for the last couple of years. We simply generate a report and then use a signature app (sign my iPad or the like) to capture the signature.  The signed doc can be emailed back into Method and the client. I think a signature app might be 4.99. That being said maybe one day Method could ...

I want to create a category dropdown and a subcategory dropdown. When I select a category, the subcategory should change. The category dropdown should draw from a new table which has two fields Category and SubCategory. The Subcategory dropdown should draw it's data from the same table but of course using the Category selection as a ...

Thanks Greg, I missed that the first time -- that's a useful solution in the meantime.

Hello Method Users! Thank you for taking the time to read a new iteration of our weekly Method Blog posts.  I’m fairly new to the Method blog, but as a member of the Community Support Team, you may have had the pleasure of speaking with me already ;) Today, I will provide a 'How-To' on something that a few Method:CRM users ...

Hi there, We'd really love to be able to have our service guys be able to visit customers with an iPad or other tablet, while working create a Sales Order, and then be able to capture the customer's signature on the iPad as confirmation that they accept the work documented in the Sales Order before we leave their site and invoice ...