Method Community

I work for a powder coating company and we are looking into method crm. I was wondering if Method CRM custom screens have the capability to work as a job scheduler. We have a conveyor that runs at a certain speed and we paint parts for customers. We currently use Google sheets but it requires double data entry and there is ...

Hi Nathan,  I'm going to create a ticket with our team to get this looked at. I will update you here if I receive any updates.  Jason

Hi JShoff, I just wanted to give you an update on this PayPal issue with only being able to receive payments through US Currency.  I did receive some word back from our development team that they do see how this option can be made available on the Method side of things.  They will be working on an update for this, and we ...

Hi Mike, Just so I understand correctly, you are creating work orders for the servicing jobs already, correct?   What I am envisioning is that you can customize the work order screen to create a follow-up activity for yourself to send the postcards.  All of the relevant details of the post card activity can be gathered from the ...

Hi Blake, I did try this in my own test account, and was able to replicate the issue you mention above.  I am going to send this to our developers to see if there is anything we can do about it.  I did notice in my testing, that if I removed the sales person completely, directly from QuickBooks, then this change would sync over to ...

Jason, I didn't realise that if you choose a date field as the main field in the table you get the extra option of 'Within date range'. It's now working, many thanks.

For some reason I just noticed the Customer Sales Rep field cannot be cleared out. When I do clear it out and Save, the value is immediately put back to the previous value by Method. It's similar to other issues I've seen and posted about on this forum (e.g. I posted an issue within the past year IIRC re: the Sales Order PO Number ...

Hi, I am a new user and  looking for a point in the right directon with this problem. I have tried various methods but now seem to have confused myself. This is my scenario... I carry out annual and biennial servicing jobs to oil boilers. The customer is posted out a reminder postcard about two weeks before the date of the next ...

nsmith_piano, I seem to be getting the same error with a similar process. I'll dig a little deeper to try and figure out why the error is occurring and I'll post back here as soon as I have an update! Jason

I have a custom table called Events. When I delete an event, I want to delete all the records related to the event in the EventComments table. I have a grid with events on my custom screen, and the following actions: 1. Show message with a confirmation buttion. 2. Loop through checked items on the grid 3. Delete record from table Event ...