Method Community

Hi John, I was able to do this without any issues. Can you please advise whether you tried rescheduling Work Orders assigned to yourself or a different user? Please provide the exact steps to replicate the issue if it happens consistently; if not, then was this only a one time occurrence? Also check the permissions of the user ...

Hi Johnny,  You are right in that the Edit... caption no longer exists and should be removed from the Grid Wizard. When Editing takes place directly in the grid is selected you can directly edit the grid without having to click the caption. In my testing, it seems that the Actions Before Edit and Actions After ...

I guess then is there a generic report to tell me the converstin rate by month and not just total?  I figured I would copy the base report, and edit in the designer.  Or can I add another dropdown for months?

Adam, This, also, did not work for us.  A couple of notes...We've only been running tests thus far. (the date this issue arose was our chosen 'go live' date.  Go figure.) Since they are only tests, we're not concerned with existing estimates but rather newly entered ones as these are the ones staff will see as we train ...

Sweet! I didn't know that I could create users that wouldn't sign in.  If I can do that I defintiely want to use the already included reports. Thank so much!

Ok-I now have my access and want to specifically add an attachment to an email template through the activities screen so that this will record on my daily activity. Please let me know the steps that I can take to customize this option for all our method users in this office. Thanks, Kori

Greeting QBO>Sched and Invoice>Calendar I tried dragging 4 work orders at the same time from monday to saturday and i got a big red X saying i caused alot of errors.  This is a stock screen. I take it this cant be done? just move one work order one at a time? Thanks,  John M

I am curious to know if you found a solution to your problem. If not, I recently had the same problem and fixed it. I am also looking for people who have experience with accessing Method CRM through PHP in order to build a PHP interface to sell to Method CRM. If you are interested, please email me at jeff@theinfinitylabs.com.

Hi Ben B, I doubt this will be an editable screen in the future as it may be setup this way due to security reasons, similar to how our Portal login page is setup. If we do decide to make this editable then I'm sure you'll see the change on our Release Notes. - Ashur

Hi Kori, You don't necessarily have to be an administrator to customize.  However, your user does need access to the Customize tab, the Screens tablink and the table and screen that you wish to customize.  If you don't have these permissions the admin will have to set this for you. or perform the ...