Method Community

Hey andy, I'm still looking into hiding the months that have 0 cases created in them but I can give you some info on how to show only the last 6 months. You'll need to add some actions to your screen which is generating the report and then use that data as the filter in the Generate Report action. In a nutshell I assigned the current ...

A user asked about how to change the decimal places on a field in the Report Designer.  Dave,  If you're editing your report in the Report Designer, click the small white arrow next to the field that is showing the wrong amount of decimal places. What does it say in the Format String field? If it ...

I am using the "Lists" tab to reference items/parts we sell.  When I click on "go to" to expand the part and get more information, is there anyway to show the transactions this part is associated with?  For instance to show the Quotes, Purchase Orders, and Invoices it was used on?    If so, how do I do ...

I have a custom field called "SIC Description" that is attached to Leads and Customers.  The information we have entered for that field populates in the "Edit Lead" screen and the view Lead screen, however when we are on the "Leads and Contact List" tab link under the Leads Tab, this custom field does not ...

One of the great strengths of Method CRM is the ability to interact with other programs in a variety of useful ways.  Of course you already know that Method syncs with QuickBooks Desktop and QuickBooks Online, but you might not be aware that we also work with SmartVault.  And as of now Method integrates with SmartVault for all ...

Hi Allison,  Good news! This has been fixed. You should be able to enter manual estimate numbers now. Click here to see the release notes. Thanks for finding this issue! Jason

I'm creating some custom dashboard reports for cases. I have a bar graph showing number of cases created by month. Is there a way of hiding those months where no cases were created, or only showing values for the last six months.? Just looking at ways of reducing the size of tthe graph on-screen.

There's no denying it - you might be the best at what you do, but you still need a way to get the word out about your product or service.  Of course you're busy being the best at what you do - who has time to conduct their own advertising campaign?  Well, now you do - thanks to Method CRM’s integration with ...

Shane,  MailChimp will do the emailing, not Method. As long as you're using the same list, only new additions will be emailed. Hope this helps!  Jason

I do have a question about reopt. From your instructions "WARNING: Your contacts will receive an email from MailChimp asking them to confirm their subscription to your list. Therefore, do your testing wisely! We recommend making a tag called ‘MailChimpTest’ and assigning it to a few internal test contacts, and only choosing this ...