Method Community

Hi, The Entity field in the Transaction table will show the fullname of the Entity.  The FullnName is contructed by the ParentFullName and Name field separated by a colon (Parent:Job).   Assuming you're putting this field on the Edit Customer screen, you can set a filter on the grid. Filter the Entity field and select Contains, ...

Wildliferemoval,  I apologize, I believe I missunderstood what you were requesting in your first post.  I did a couple of tests on my own and created a button on my Work Order screen called "Save and EditCustomer", which will save the Work Order, then open my EditCustomer screen, and populate all fields for this same ...

Hello.  Is there any way to integrate UPS Quantum View into Method?   I have 2 goals that I would like to accomplish: 1) Take a data feed from UPS and using our Invoice number as the unique identifier, copy over the tracking number and delivery date fields from the UPS feed into a few custom fields within Method on the invoice ...

Hi there,       How can I create relatzional tables in Method? I have a table counties (county subscription for our service is a product we sell) I want to relate this table to leads table with relation one to many (one lead could be interested in more then one county). I also need to make a combined field for ...

I created a custom text box on the estimates screen. I can enter things into that text box and it prints just fine. My problem is that on some occasions I need to start my text with several spaces and then write my text. When I save and close my esimate and then reopen it, Method automatically deltes those spaces that are in front of my text. Any ...

I dont need to insert data from 1 field to another as explained in the link you posted. When we get a phone call from a new lead, we get some basic info so we can call them back with a follow up if they dont schedule an appointment at that time. If they do schedule an appointment, we go to the calendar and create a new work order. In this work ...

I am trying to create a grid that shows all transactions for a single customer. Every job we do for a customer we create a sub job of the parent. This means we have to select each sub job to view all of a customers invoices. So the only common thing they have is the parent name. I figured a could create a grid using the Transaction table and ...

Hi Andy, I know that Gmail has been very slow lately. There have been reports of it from Google. Here is an article I found about it. Are you using Gmail? If so, can you test with a different email provider? There are no BCC limitations on the basic CRM, it should work the same as Method CRM Pro.  Jason

Is there a limitation on using the BCC field with the standard CRM? I'm working on an account and the BCC won't send using either the field from the template or entering the address directly on the send email action.

Hi Wildliferemoval, There are some great examples of this being done from some of the existing stock Method Screens, I have a forum post here should help pinpoint how to setup these actions.  In this example, from the Estimate screen, when you click the "More Actions" button at the bottom of the screen, you have the option to ...