Method Community

Hi Christy, You can totally store your documents in Method, and even link them to customers, cases, opportunities, solutions, and more! Please see this article which is one of five about Method's Document Library. Through some customization, it is definitely possible to send your documents as attachments. In the Send ...

Sorry, they were in my spam folder.  I'll take a look and get back to you. - Adam

Hi, I never received any screens.  Can you send them again?  My email is: a.lyons@methodintegration.com - Adam

Hi Andy, Do you even have a CustomerFullName field in your estimate table?  Is this a custom field? The Estimate.Customer field (which is what appears to be rendering) should be the same as the FullName field anyways. Wouldn't Estimate.Customer give you the same result? - Adam

Thanks Jason for your prompt response. I'm surprised this isn't a standard feature. Maybe most of your users don't have to scroll through long lead & customer lists. Hopefully your feature request will meet with a positive response. Thanks again Scott Drury Visualint

Lucas,  I should mention, click here for the first article of a series of five about the Outlook Plug-in.  Jason

Hi Lucas,  Glad you got it working! If you are continuing to run into issues, feel free to call our support line at 1-888-925-6238 (ext. 2). We would be happy to take a look! Jason

Hi Scott, Unfortunately, this is not possible in the current version of Method. I think this would be a great feature to consider adding though. I'll submit a feature request for you so the team will consider it in future versions of Method. Thanks! Jason

thank you!

Hi Blake, Good news on this topic, we have just pushed an update for this issue on the live site.  So, if you were to now blank out the Sales Rep Field on the EditCustomer screen from Method (after there was a Sales Rep already assigned), this change will now stick when a sync has been peformed.   -Ben