Method Community

Hi Martin,  This issue has been resolved with the latest update . You can verify this by logging into your account. You wont need to use the workaround anymore.

We are brand new to Method CRM. I am a developer, so shouldn't have too much trouble with a little good direction here. The screen I am trying to create is pretty straightforward... a listing of all OPEN items on purchase orders, with searchable column fields for: MFR PART # (manufacturer's part number), ITEM CODE (item name), and ...

We received this email from a user -  What field do I have to add to the web-form to take the user right to the opportunity like in your standard forms. I'd like them not to have to navigate to the opportunity through multiple steps. Dan,  Unfortunately, I don't believe this can be done in a web form ...

Thanks again Jason!  Good info

Hello. I am in the midst of converting and importing data from a legacy Quicikbooks Customer Manager implementation to Method and have a question about merging data. I was able to get out a huge list of prospects converted to Customer Lead's in Method using a mix of standard Method fields and custom fields. The issue I am ...

Yes I believe that I am trying to open the stock reports.  I click open and choose one of the reports listed and I get that error. If I click New report and create a report and then save it I also see that in the list when I click open and I am able to open that report but it's the only one. Thanks, Brian

David - The field name for the Vendor contact is Contact. So if you utilize this as a merge field for your email template, you should type it out as Vendor.Contact. Again, to get a better understanding of the names of fields in tables and the data stored within them, Mary's suggestion is the best answer. Simply export the appropriate ...

Thanks for the awesome response Mary! David - You can look into merge fields which grab data from a particular field in a table. For example, using the Customer.FirstName merge field will display the appropriate customers first name in the email in place of that merge field. Customer representing the table, and FirstName representing the value ...

Hi Brian, Are you referring to the Report Designer? Does this happen every time you try to open a report? What about opening stock reports? If this is something you can replicate please call Support to troubleshoot: 1-888-925-6238, select option 2 for Free Support. - Ashur

David,  This email template is sent out in two places. First, from the Customers>Receive Payment screen. It won't be emailed to all contacts, only the contact that is specified on screen (in this case... me!). Also, the email will only be sent if Email payment notification when saving? is checked.  See my ...