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Hey Carlo, Method does not have Project Management features out of the box. However, you could have customization done to accomplish what you are looking for.  Like you have suggested, you could use cases and activites to update customers on their projects. A simple way to notify your customers of an update could be ...

Hey jdibona, I have not been able to replicate the issues that you are having, but here are some clarifications that should help: [quote user="jdibona"] 1) Is it possible to have a single contact associated with multiple campaigns?  2) If so, how should I add a contact to a Campaign? 3) I've created Activities that ...

Charles, Glad I could help!  :) - Adam

Hey Ben, I was not able to reproduce the issue you were having. The only thing I can think of is that you may have hidden the section in the Screen Editor by clicking Hide/Show, pictured below.  If that does not help, you may want to try creating a new screen based on that table. You may need to speak with a Consultant if you ...

Hi! We are trying to create a new process to track specific projects and their progress, and have the customer be able to login to their Method portal and see the current status of their order.  Kind of like when you order a pizza online, and you can login in and see the delivery status (ordered -> pizza being built -> ...

Please check to see if the Method Integration Engine is up and running and your Quickbooks file is open. If the sync engine is working, the customer you are deleting may have transactions associated with it. If customers have previous transactions, QuickBooks will not allow Method to delete them. If you check QuickBook -> Resolve ...

Hey Sam, The refresh arrow at the bottom did not work. Previously deleted customers are still there....I heard that there is a syncing issue. Is that the case?   -M

Adam, this was exactly what I was looking for. I ended up having to create new fields linked to the item table, along with the PO data. Thank you for your help on this. Best, Charles

Hi, I'm retrieving summary data from the InvoiceLine table by using the retrieve from table command, with search criteria specified in an action result, and then using the sum and count options for the rresults.  This retrieves the correct  values, but I would also like to know the number of distinct customers involved in these ...

Looks like it works already. Wonderful Method.... thanks