Method Community

Hi viret56, I was able to duplicate this error and creating an internal ticket for our team to look into it and will update the forum post once I have more information on this issue.  Ronen

Hi Marlin Imaging, The only reports that we have available out of the box for Method is the "Lead Reports". You can get CRM information into an Excel format by retrieving information from the "Audit Trail"  and through our "Import/Export tool". It doesn't display in a pre-designed report format, but the ...

Hi Marlin Imaging, The logo that you have set up within Method can't be centered on top of the e-mail sign in page to your portal but you can add in a logo to your Method account that is a maximum of 48 pixels in hight and 400 pixels in width.  I hope that this helps.  Ronen

Hi Marlin Imaging, Are you looking to have your client directed to the "Home" tab link after they sign into the portal instead of the "Recent Transactions" tab link? Ronen      

Hi Marlin Imaging,  I just wanted to add additional information to my post response. In Method we have an Audit Trail that can show you the deletions that were done on the customer table. To find out the customers that were deleted from the customer table within the Audit Trail, you need to do the following: Go to QuickBooks > ...

  Hi Marlin Imaging,  When you delete the customer in Method. it will automatically delete the customer in QuickBooks. We currently don't have a standard report in Method that will show you all of the customers that were deleted in Method or QuickBooks.  You can though create your own custom report in Method and I would start ...

Hi khorner,  Just to add to my response, you can watch all of our webinars here and also post additional questions here which will be responded promptly.  I hope that this helps.  Ronen

Hi khorner,  We have a great selection of webinars for our Method Report Designer available at your disposal. I would first view the webinar titled Introduction to Designing Report: Level 1 here, Introduction to Designing Report: Level 2 here, and Tips and Tricks for Designing Report here.  If you have any additional questions after ...

Hi Blake C, The best way to achieve this goal is by creating a screen with links that would direct the users to different areas of Method CRM that they have access to and which is also important to their function in your company.  For the example that you mentioned above, for the sales area of your organization, I would first add the ...

Hi Rolf, I just wanted to let you know that I was able to duplicate the issue here on my end and will create an internal ticket for the team and will update you once I have an update.  Ronen