Method Community

We are really excited to tell you that the Method CRM team has been shortlisted for the PWC Vision to Reality Awards. The Vision to Reality Awards celebrates Canadian companies in the technology sector who have “demonstrated successful growth, and whose outstanding achievements have made them some of Canada’s ...

A user asked how to delete the tax code label that shows up per item on the stock Invoice(Product) report. See below: To delete this, you must edit the report. Here is a link to an article about the Report Designer and within this article you'll find a link to download the program. Once you're in the Report Designer, make a copy ...

Hi Andy, I believe this forum post will help. I talk about how to filter by the TxnDate with an advanced script. You could use a similar script in your Generate Report action. Also, this post will show you where in the Generate Report action you could put the script. Let me know if you have any further questions! Jason

Are there any guides on using advanced scripts when generating reports? I need to produce a report using the transaction table based on a selected customer. The report needs to be filtered using two date ranges and the TxnDate.

Hi alarmone, Our Help Center is the best place to go for instructions.  Here is a link to creating Customers. For info on Field Services, click this link.  You'll also probably want to check out the Work Order article and the Creating Invoices article. For invoicing, I'd recommend creating the work order for the ...

Hi JWS, Great, thanks for letting me know. -Ben

Thank you it worked.

Hi JWS, I have figured out the easiest way for you to carry over the newly created value from your Estimate screen, over to the Sales Order Screen. Keeping what I have already mentioned from above, we have created a new dropdown field, "SidingColours" from the Estimate Table.  Then I would suggest creating a drop-down field in the ...

Hi Suzanne, All the records that are assigned to this user will remain assigned to him if you make him inactive and remove his ability to sign in. The user will not actually be deleted from Method, just marked as inactive (therefore not showing up in your users list unless you click Show inactive users). If you like, you could ...

To anyone following this, We resolved this through a call with Grif.  He was subscribed to the Method Q&A forum, and as such got all emails for that forum.  If you wish to receive emails for just your posts, see the screen shot below: Hope this helps. - Adam