Method Community

Okay, I figured out how to add the FullName of the SalesRep, but I still don't understand why the customer email address and phone number are not showing up on the estimate. 

I worked with a consultant yesterday to get help with adding a few fields to the Estimate table in order to have them populate our estimates with the SalesRep’s information. The email address field and phone number field are populating the estimate perfectly, but I cannot get the SalesReps full name to show up in the estimate. I have added a ...

Hey Blake, There isn't an identifier you can utilize specifically for google calendar, however if you check out the CRM_ActivityTypeList screen you'll notice a Show On Calendar? option for each activity type. This yes/no field determines whether or not the activity will show on the activity calendar. So as long as it's not app ...

Certainly exciting news! Way to go Cloud Consultancy  

Thx. Any thoughts on my other comment re: a google calendar identifier I can get access to somewhere in the Method db?

Ashur, That worked like a charm.  Thanks Any sugestions on how to get those to show on my invoice? i dont see the same fields in the designer to add them.  Do i need to share the table or fields some how? Thanks Ken

Trying to get my head around creating reports. I understand the basic principle of creating reports but am trying to do something a little more complicated not explained in your videos. This is what I am trying to do.... I need a report that shows all the contacts that have activities assigned to them with a certain string value in the comments ...

Hey Blake, I'll put in a request ticket for this feature but keep in mind that it would first need to be approved, and since we're working on new upcoming projects, this request will take some time to get around to. Regards, Ashur

If I can't control this data within Method using the current tools available, there must be some unique Google calendar identifier stored in Method for each Activity, correct? If I have access to this, I might be able to post an update to via the Google Calendar API to make it read the way I want. Thoughts? Thx

I see on the Help Center (http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=How-Google-Calendar-sync-works&id=214) how Calendar Appointment Fields are mapped to/from Method & Google. I'm working on customizing our Field Services Work Order (Activity) process. Specifically, I need to assign multiple ...