Method Community

I used the customize tab to add the notes field to both the customer list tab and edit customer tab. I thought that when you add a note to the edit customer tab it would show up in the notes field on the customer list screen for easy reference, however, no notes appear in the notes field on the customer list screen. Is there perhaps a step that I ...

Thank you

Hi Eric, You did come to the right place to ask your question, however based on the information you have given it is a little hard to say for sure that we can accomodate for what you are looking for.  In terms of screen customization, from what you mentioned, I believe it would be possible to customize the screens as you are requesting. ...

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 ...