Method Community

We’re looking to have someone develop for us an on-line calendar that will integrate with Method CRM so individual applicants will be able to schedule their appointments and our employees will be able to see and use the calendar and have the information available at their fingertips.  The beauty is that Method CRM API software allows ...

Just a note -- this method of filter roles hasn't been fully tested, so it's possible that it doesn't 100% work. Be sure to test it well to make sure it's operating. If it doesn't work, do let me know and we'll come up with a different solution. Cheers, Naeem

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Field Service / Scheduling and Invoicing-  Create invoices Fixed (#4706) - Addressed issue where terms and due date where not being populated correctly. (QBD,QBO) Field ...

Hey JWS, There's a couple different ways you can do that. The easiest way, since you already have roles defined, is to set up two different filters in your grid, and then restrict the roles that can view the filter (edit filter > step 2). So, let's say you have two filters "All sales orders" and "My sales ...

Fran On this screen the fields for Due Date and To are available on the grid but are hidden when screen first loads. HTH 

Fran I'll put a ticket in for this.

Can activity dates be added?  

If I select a customer and then check the " Completed" box, all "completed" transactions show up, irrespective of customer chosen. 

Is there a way to generate a unique customer number when entering a new client?

Thanks, things are working good so far. May be you can help me with one other thing. On the sales order screen. There is the "sales order list". I want cetain users to be able to filter that list differnely than others. For example: I want my dealers to view only there own sales orders on that list. Yet I want my employees to view ...