Method Community

I want to add a customer attribute called "IsDormant" to represent current customers that are classified as dormant. Here's the problem: The Customer List screen is based on the Contacts table The Customer Edit screen is based on the Customer table Which table to I add the "IsDormant" field to? Both? If both, is one ...

Any chance that you guys are working with one of these integration services? Zapier Cloudwork ItDuzzit OneSaas IFTTT Elasticio These services work with many of our other web apps and it's a great way to quick integrate data using APIs.  I'm about to pay a programmer a lot of $$$ to create integrations with the Method APIs so I ...

I would like to create (or have created) a method CRM application that will evaluate: Customer A has not ordered for X days.  Send him an email with product suggestion, discount code etc.   Customer B ordered  product M,  send him a thank you and recommend that he consider product N, with discount code.   Method will ...

Hi Ben, I've set up the grid as you have suggested me: http://screencast.com/t/rw6J82WZfqL http://screencast.com/t/rw6J82WZfqL http://screencast.com/t/qf5Cfaxjj5u When I go to that grd and hit the link button it gives me this error: http://screencast.com/t/BTjt7rxJeQ You can see the format of link in Desc field and I tried it ...

Hi Scott, Not a problem! We have some customization webinars that may help. Click here and scroll down to the Customization section near the bottom of the page. Basically, you need to choose a screen in Method where you want to generate your report and customize it. You can customize a screen by right clicking it and choosing ...

Hi Nebo, I believe what you said is correct regarding how Method gets the time info, so I am not sure why this is happening.  Could you do a test for me to verify if it is Nicole's computer is causing the issue?  Would it be possible to have Nicole attempt to import invoices from one of the computers that was giving the ...

Hi Brian, Leads can have transactions. For example, You can select a Lead, create an invoice, and so long as "Wait for Sync Approval" is checked, it will not sync over into QuickBooks.  Estimates, Sales Orders, etc. will also function the same way. Wait for Sync Approval is a flag in Method that is used to mark transactions that ...

Hi Sharron, Method doesn't have any additional apps at the moment that would assist for inventory tracking.  However, Method does offer basic inventory features and we do have some aspects of the QuickBooks Advanced Inventory feature available.  We are currently working on syncing with more fields from the ...

I am trying to create a E-Mail template that does the following in the body of the message. 1. Says "You have been sent a total of ?? work orders." I want the ?? to update with the numbers of work oders emailed. I can make a pop-up message give the total count but can't figure it out in the email ...

Hi Adrian, I was informed that we were pushing out an update for the Invoice screen overnight for the October Version, this would likely be the cause of your errors if you were attempting to access this screen at the same time it was being updated.  Please try again today and verify that this error has gone away, we apologize for the ...