Method Community

Most companies send out invoices and then get paid and payments apply to the invoices.  I get paid in advance and write a credit invoice.  After that, when I write an invoice to send to the customer in Method, it doesn't show the credit and it looks like the customer still owes me money when he doesn't. Am I ...

Instead of a patio, Errol and I sat in a park for lunch. Although it’s hard to believe, we’re already into the second half of the summer.  It seems that flocks of people are heading to the closest patio after work and families are packing up and heading out of town. So, what does this mean for your business? Do you worry that ...

Hello! I'm running an Opportunity report using the integration tools in Method. We had the programmers add additional fields to the Opportunities that allow us to enter the Vendor we purchased from, and the Cost of the purchase. I'd like to be able to output these two fields in the report, but they aren't coming up as options to add. ...

Matthew,  My mistake. I was thinking of salutation instead of title. The Title field that you are seeing is stored in the Contacts table. In order to be able to import leads with titles, you can add a title field to the Customer table and map this field to the title field on your import file. Once you have done so, ...

And the reason I am asking is that I see on some pages a Title field but it does not appear to be accessible during import.

Maybe I am missing something here.  Are you suggesting we put a job title in the honorific or salutation field?  Where then do we put the honorific or saluation? Consider the following contact: Dr. Suzie Smith President/CEO Successful Corporation 123 Success Blvd Big City, BC Where do you put Dr. and where do you put ...

Thanks, Adam... I had to get this done (had a guy sitting on his hands to enter tons of data), so just added two fields to the customer table, and I think that did the trick.  Thanks for the feedback...

Yes, but I am talking about Title as in President or Project Manager, etc., not the honoric or salutation.

Hi Matthew, By default, there is a field called Salutation in the Customer table. The Customer table houses both customers and leads and this field is usually used for titles. The field is available on our stock New Lead and Edit Lead screens. See my screenshot below. Is this what you are looking for? If not, can you provide a little ...

Greetings, I need to track a signature for a customer that I service.   Any ideas how this could be done from a workorder on mobile? I was looking at a field that i could maybe write somthing in it. Not sure if the picture or text field can do that. Thanks, John M