Method Community

OurCreativeTeam,  Yes this can be done in the stock Method CRM screens. To relate an existing activity to a case or an opportunity, go to Activities>Activities List and click Go To... on the activity you would like to edit. Make sure you are in the Recent History tab, and you will see to the right of the screen the ...

I customized the "new opportunity" screen and everything appears to be working fine.  However, I keep getting this message when I save all the information: The Customer Name DropDown containing , is not a selectable value.   Additional Information Action Sequence Order:140 When I enter a new opportunity, everything seems to ...

Hi Shaun, I was able to test this out, but I didn't get any errors. Can you try again?  Also, make a copy of the invoice screen you are working on and try again.  I was unable to re-create this on your account.   - Adam

Can you add opportunities/cases/ to the ACTIVITIES screens? We want to assign the majority of activiites to one of the following:  Case or Opportunities

One more thing I forgot to mention. If you need some help with the Import/Export tool, there is a great article here in our Help Center which will teach you how to use it.  - Jason

Hi Murat,  Method normally allows you to add/delete fields even if there are records in the table. What exactly does the error message say? It is possible that you are getting this error - "This field cannot be deleted because it is used in one or more screens…". In this case the field must be deleted from all screens ...

Thank you Adam.  I'll report back as soon as I can. - James

Hi Matt, Just to ensure I'm understanding you correctly, you have several dropdown lists that are linked to selection lists from the Customer table. However, when you want to add another dropdown field to pull from the same table, the field containing the choices (Step 3 of 3 on the Dropdown Wizard) only holds an empty value to select from. ...

Hello, I've got the following problem, when I'm trying to customize Customer table and delete/add fields it says that table contains some records. But actually there are no any records in my Customer/Leads tabs... How can I solve this issue. Is there any method to reset an account? or how to fix it. There are no records but some tables ...

Hi Keita,  I tested this here on a user with a staff role with no problems. If you have done everything the same with your staff user as you did with yourself then either the phone information was entered incorrectly or the service provider is blocking the messages. Unfortunately if the service provider is blocking the ...