Method Community

Hi JWarren, Unfortunately there is no way to create a Global Case within Method, a case can only be related to one customer/contact.  You could however try adding a specific "Tag" to each of these customers when they contact you regarding the system being down.  From here you can go to the Campaigns Tab, ...

Charles,  You can modify the IsManuallyClosed field for the entire sales order from Method, but not at the SalesOrderLine level. Unfortunately, this has to be done from Quickbooks. We have it hidden in preperation to add this functionality in the future, but I can't confirm if or when it will be available at this ...

Adam, Is there a way to do this just once for the entire report instead of each expense?  Normally my guys will scan everything into one big file and just attach it to the main report? Andrew

I have a query regarding Method CRM. Can you tell us is it possible to create a screen such that when we enter a name of new customer/lead other details related to the key field becomes available.  If possible kindly provide us link where step by step instruction is given regarding this.   Regards, Danish Anwar Lead ...

I am wondering if there is a faster easier way to concatienate multiple values and 'text' and store as an actionresult.  Its taking many method actions to concatinate 5 values...i am haivng to say join 2 values then store that join and join with another action result that was a join of 2 others then join them to the last value.....I ...

I had tested the custom portal and that didnt work either. But stangely enough today I was able to login using Safari. I havent changed anything in the portal. It was quite bizare as I was able to login in to any portal in chrome, explorerer and firefox but with the same url, username and password when logging into Safari at the same time I ...

Yes I republished the screens. I went back to the June release and just recreated the 2 screens that no longer worked. I have no clue what happened, but everything is working again. I'll stay clear of July until this project is complete I think as dont want to rock the boat

Hi Andrew, Sorry for the late response.  You can upload the receipts by clicking on the "Upload for Receipt" icon at the bottom of the New/Edit Expense screen.  See the screen below: Hope this helps, - Adam  

Nick, Sorry to hear! I'll take another look and see if I can find a solution that sticks for you. I'll keep you posted.  Jason

To answer your follow up questions: [quote user="Tiger65"]Can the Transaction Sync period be reduced selectively going forward?[/quote] You can adjust your transaction history at any time by going to the syncronization page and changing the settings. If you shorten the range, transactions outside of the range will be hidden in ...