Method Community

Hi, Sorry for the late reply. Which table have you based the report off of?  I haven't actually done anything like this myself, so I'll need to create this and see what's needed. and get back to you. - Adam

I sent you an email of the screens. Thanks for your help!

As you may have read in our previous blog post, Method CRM has been nominated for the PwC Innovator of the Year Award.   Everyone here at Method CRM is really excited for the news, but one member of our team is almost a little TOO excited about this: I hope you enjoyed Errol's antics as much as we ...

Andrew, You may need to add additional actions to replace merge fields that pull data from the EstimateLine table. You can find replace merge field options within the Character Function action. Below is an example from the stock Invoice screen.  Jason

*bump* anyone? ANYONE?! :D

Hi - I am trying to figure out how to add attachments to emails and activities.   is this not available in the system?  We are a third party administrator for health benefits claims and need to be able to attach documentation for activities and emails.   Let me know. 

Hi Ronnie, You are able to add more than two contacts to a Customer using the Import Tool in Method.  You can do this by using the "Contacts" table, so if you want to first export this table, you have to make sure you uncheck the "show only common tables" from Step 2, "Pick a table".  You will be ...

Thx Adam

Hi Blake, Can you try the reports again. The report server was down for a brief period but should be back up now. Edit: I see you beat me to it. - Adam

Good afternoon Method users!   Alex the friendly neighbourhood technical writer here, coming to you from my home office where I'm flanked on one side by Kleenex boxes and on the other with teas, tinctures and Tylenol.  Yes, I've succumbed to the yearly autumnal head cold.   Of course, like many of you I ...