Method Community

Allo! A lot of customers told us they’d love it if we offered additional info on how to get the most out of Method CRM, including more Video Tutorials! So we listened and I’m here!   My name is Errol. Maybe you’ve heard my voice already if you’ve called in to Method or caught a few of our newest videos in ...

What you can do is set a filter report in the Generate Report action. You'll need to add two DatePicker objects (one for the From field and one for the To field) to the screen so that users can select the date range desired and that will feed into the report when it's generated. Hope this helps! - Ashur

The basic structure for the grid is as follows: FOR all the customers in the customers table SHOW the FullName in the first column of the grid SHOW the Certification columns in the next columns of the grid, based on filters outside of the grid for Year and Quarter. Make the table editable so that all customers, whether they are in the ...

Ashur, I think I might want to use this in Method only. I find it easier to use Method than QB. I don't really see the need to have this in QB for the purpose of marketing and customer support. Kyle

Hi SalesMan, You'll need to add a custom field for this, which is very simple to do. You can even create a Custom Field in QuickBooks, that way this data will sync between Method and QB. To do this in QuickBooks edit a customer, click on the Additional Info tab, then click the Define Fields button. A new screen will pop-up(screenshot below) ...

Ashur, That certainly works, but there is no control over the format of the report or the page setup. Exporting to Excel is a better option. However, filtering an existing report would be BEST. Mario

"May" version now available The following updates are available on the staging site, as of May 2nd.  You can access the May version by clicking "Switch to the May Version" when you sign into Method. Improvement: We have moved report and chart generation to a separate server. This makes the speed charts and reports get ...

There are several different services we providie our clients. In addition to print we also sell supplies for large format printers. What I am looking to do is add printer information to the client for querying? Is there an out of the box field I can use or is this a custom attribute I need to add Kyle

Yes, you'll need to add records (entries) to your Certification table. What I meant was you can add the fields which are in your table to your custom screen. That way any data you enter into those fields and save will be inserted into the table. The screenshot below shows the the screen editor; the left side shows the available fields in my ...

I'm not sure exactly what you mean. The Certifications table is currently blank and has the following fields: Fullname Year Quarter Certification 1 Certification 2 Certification 3 Do I need to pre-populate this Certifications table? I was looking at showing in the grid a list of all customers, and their associated Certification ...