Method Community

Now you know all my recording secrets... Allo! Errol here again with my second blog post to let you know how you can Do More with Method CRM! I am excited because I get to blog on a monthly basis, and if you can tell from my videos, if there’s anything I like to do, it’s talk. Thing is, it’s almost strange for me to write a ...

Hi Garrett, Yes it is possible. You can add a drop down to your screen and have the logic change the Tenant ID to whoever you want when you click Save. However, this is only the tip of the iceberg. Multi-tenancy customization can get extremely complicated. There are many things to consider when implementing multi-tenancy ...

Hi Scott, I spoke with you over the phone and we resolved this matter. Let us know if you experience any other issues. - Ashur

Can portal users be assigned QuickBooks Scheduled Reports? Can portal users view QuickBooks Scheduled Reports in their portal?

First...Thanks ... I have a client that is interested in using Method for their salespeople across the country. They are in need of a commission report right now.  I thought if I could create this report within Method...this might make the sale. The commissions are based on Inventory Item (Cost, Sales Price from Invoice and Spiff)  ...

In an attempt to delete a Field that I had created, it errored out and said that I still had the Field in use on a Screen and now I can not load either the CRM_EditCustomer, Field or Screen. I get the following error. ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid ...

Hi Kat, Yes, you are able to import custom fields. During the import process, you can specify to create a new field for a specific column. For example, if in the import file you have a header called ‘ContactRegion’, then during the import process, the import tool will allow you to create a new a field for ...

Using multi-tenancy, is it possible to assign activities (for example) from franchisor to franchisee, and visce versa?

Hello, I was watching the video tutorial on how to import contacts, and I was wondering if there was any way to customize the fields when importing a CSV. Do we absolutely have to use the ones given by Method (such as "FirstName") and those ones only? For example, we would like a header to read "Job Title," but there is ...

Hi Marcelo,   [quote user="Marcelo11756"] 1- I created some invoices and none of the invoices calculated the sales tax, is this because there are set to wait to sync? I have to sync first and then print them.?  [/quote] To make the calculation appear, you have to click the Save button. As ...