Method Community

I am just learning to use Method and am trying to figure out the best way to track the different items/services purchased by my customers. I can see the items purchased by each individual customer, but would like to have the ability to build a list based on the items purchased. For instance, if I need to send an email to all customers who ...

When I logged into Method this morning all of my tabs had consolidated into a single "More" tab and all tablinks consolidated into "More" tab as well.  I'm still on my trial and am still messing things up - can you tell me what I've done? Thanks in advance.

I have a problem with the convert to cutomer button that I did not notice before. When I am in edit lead screen all the info of the lead is correct, if I click convert to cutomer the info in the edit customer screen is not complete. The first line of the bill send to, is empty, the address is not copy to the job site address, and the full name ...

I have been able to filter the items available to a specific user by using the Filter option in Advanced Properties of the Grid Wizard for "SalesOrderLine".  The filter I applied was for any Inventory item linked to the Asset Account containing a certain word.  That works well.   But I would also like that user ...

I found my mistake:  2nd column was FullName instead of ItemType.  That is what was causing the problem. Thanks for the help ! 

Thanks Sam - I think I figured out how to create it.

Hello TomF, I just want to clarify a few things first. Within the Method CRM, you have a Lead, and under "Additional Info" you have placed a parental customer under "Job of Customer". This is the part that I'm not too sure of: [quote user="TomF"]This flows into the "Customer:Job" section when ...

Hi Formation QB,  Did you look into the advanced field settings of the field Item in the SalesOrderLine grid? You can get here by clicking Edit on the grid, skipping to step two of the grid wizard, and clicking Advanced on the Item field. Here you can ...

Hi CDS_Josh, Based on the error message it looks like you are not actually populating the startdate variable in your code. ie. you are using sSelectWhere = "ActivityType like 'OB%' and NOT(AnalyzorName is Null) and NOT(AnalyzorName = '') and (DueDateStart >= STARTDATE OR ActualCompletedDate >= STARTDATE)" when ...

Christian, If I understand correctly, you would like to have the job items of a series copied over to each related occurrence automatically? This would require some customization. My suggestion would be to make a copy of the FieldService_AddEditWorkOrder screen and edit it. Take a look at how the actions in the Copy Job Items from ...