Method Community

Really wanting to drink the KoolAid, but need to see that I am not the first one... Searched Google for Method CRM and Landscape Contractor, nothing. Does ANYONE in my industry use this platform? I've asked Method...  no relevant responses, other than "Search the Blogs and Reviews"

Hi swm023, If you edit the "Edit Opportunity" screen (create a copy of it first and replace the tabl ink), and you go edit the "Go Back" button's actions, you'll see that it decides what screen to go back to depending on where you were last. You can follow the same pattern if "If last screen is Opp List" then ...

Hi Francisco. I'm a little bit confused -- what do you mean by show/hiding an entire grid without placing it on a section? In general, the way that you would accomplish something like this is the action "Show/Hide Field/Object" which is find under the actions subcategory *SCREENS*. You can use that to hide individual fields of ...

Hello! I need to show/hide a entire grid (without placing it on a section) or show/hide a Field of the grid, when an action take place. Thank you very much.

I created 2 new screens that are basically copies of the Opportunities List Screen just with different filters for different information. I started by copying the Opportunities List screen and modifying from there. Everything is working except when I'm on one of those screens and go to the Edit Opportunity screen and hit save and back it ...

H on Mei k.hahn, Unfortunately there's no way to really record a signature on Method when processing a work order, sales order or Invoice. Your best bet would be to create a document on Method containing the image of the signature and associate it with the customer (use the "Document Link" feature by clicking New Document Link ...

Hello, I'm new to the Method community and I'm trying to do the following : I want to have a screen where I can input a vendor invoice. This invoice will then flow into QBO as a vendor Bill and The items on it will be linked to a Work Order. So that when I pull up that Work Order I'll find the items in the Materials list. I'm ...

How to have customer sign w/o, s/o, invoice via their signature and return back to Method?

Hi Michael, I took another look at this and realized this is actually the way it is designed. The time tracking entries are held back until that portion of the contract is invoiced. For a more in depth explanation, please see this post: http://www.methodintegration.com/cs/forums/p/2901/10895.aspx#10895 Hope this helps, Adam

Every year I run a hockey playoff pool with some of my friends (yeah, yeah, we like hockey in Canada). As the amount of people in the pool grew each year, it became increasingly hard to hold a live draft. It was impossible to have everyone in the same place, at the same time (or even online at the same time)!   Naturally, to address this ...