Method Community

In a recurring work order, what is the differnce between the "due date" and the "start and end date"? Can one of them be deleted?

So my lead accountant changed his mind about the functionality of how we are going to use method after I did the big import and now I need to change some of my customers to leads. I see that this is impossible. I have already imported all 4000+ new customers into method, is there a way to somehow delete all the new customers so I can re-upload ...

Hi Suzanne, These types of emails are sent from Method to the customer, along with being CC'd to the Method account's configured email address. You should find a copy of these emails in that account's Inbox rather than the Sent folder. So if your Method account's email address is Suzanne@somecompany.com you ...

Hi, I've been emailing my estimates from Method.  Is there a way to look at a "sent" folder, so to speak -- to see which emails have been sent from Method? thanks.

Hi Angie, I just want to confirm a few things. First, you would have needed to create the custom questions field to your Contacts table. When you perform the import, make sure that the field name matches the one in the table. Lastly, you'll need to make sure that the Screen and/or Grid is updated to include that table's custom field so ...

I've edited the contact screen to include custom questions that are part of an excel sheet.  The published page show all the questions and an area for the answers.  I did a test import with 10 customers with those custom questions.  I had included the Record ID and put a check in Update existing records by matching the key ...

Perfect - Thanks so much for the info!  I just made changes to the contacts screen and it all looked good, but when I imported a sample test the info did not show on the screen.  I will post a new message

Hey Angie,  You can actually see the Record ID on the stock Customers and Contacts List screen. It's hidden by default but if you click the settings gear at the bottom right corner of the grid you'll see an option to display it. Make sure to refresh the grid! Please see the screenshot below. Additionally, you ...

Hi angie, The Additional Tab section is available in the CRM_EditCustomer screen part of the Customer table. - Sam

What is the table/field and screen for the customer's additional info tab? I'd like to add their record ID onto that page, since I can't find it in any other location