Method Community

Is there a way to assign actions to a (hidden) button on a screen and run those actions every night at a certain time. I'm looking to create a customer status variable that is based on various things and would like to update that status every day automatically. Is this possible?

Hi, I am trying to find the field that will bring a total account balance into my invoice. For example, right now we use this in QB.   Rather than send out individual statements, our QB invoice bottom shows: Invoice Total Payments/Credits Customer Total Balance I can't find the Customer Total Balance in the Method field list, in ...

This question came in from Patrick: I downloaded the custom report builder, and added SKU to the estimate, except it is showing same SKU over and over instead of a new SKU matching the description. Hi Patrick, Where is this field added in Method?  In the Estimate table or the EstimateLine table?  Should this SKU match up with ...

I believe you are referring to this character max in the Received Payment table for the RefNumber field:  The max amount of characters on this field is set in Quickbooks and unfortunately cannot be changed in Method. Hope this helps.  - Jason

I would say we are pretty close, with the exception being that we don't automatically capture the customer's email reply and update the case notes. This would be done by the case handler by either Method, the gadget or plugin.  Your customers shouldn't notice much, if any change in what they do currently.   - Adam

Thanks for your response. So the short answer is "No, Method CRM cannot be configured to operate in the manner described." We're trying to decide what modifications will be required to our case-handling procedures to work around this limitation. The Outlook plug-in may help, but, at best, it will require more time and effort from ...

Hi jdcard, For Method, you would use Cases to keep track of your support cases.  With the addition of either the Gmail Gadget or the Outlook Plugin, it will allow you to log incoming emails and respond to those emails through the plugin/gadget by updating the case notes in Method.  It can either update or create a new case. ...

I integrated another payment gateway using REST (web-service). The issue is their transaction-id is 32 characters while method allows 20 characters max for the transaction-id (in the tables or something - I just get a popup indicating only 20 characters allowed). Is there a quick way to tweak this in method? 

We have been using another web-based CRM product that provides a way to capture all e-mail traffic associated with a support case. When the system sends any e-mail to a client regarding a case record the e-mail message has a reply-to address that automatically routes back through the provider's system to capture the content of the e-mail ...

Hi Mike,  I've been following up with you regarding this case via email.  - Jason