Method Community

Currently we don't have anything like that setup in Method, however this may be something that will be possible down the road. If I find out more information about this I'll let you know by updating this thread. - Ashur

Hi Marcelo, You can use the Customer Type field as needed but when it comes to sending out renewal letters then add those tags to the contacts. Tags are generally a better categorization then fields. Check out our Tags Help Center article for more info. Hope this helps! - Ashur

I want to create a screen to set defaults for my services, can anyone guide me in the right direction? For example,we have a service called WEEKLY MAINTENANCE, it is a recurring service, to be invoiced type, starts april 15th, ends november 15th, renews every year, ect. I want to set all this info only once, so everytime I schelude this for a ...

Grif, I just responded to you be email. Please let me know when you're free. - Ashur

I am a new user, and I want to slowly to convert from the software that I use now to method. I have been reading about tags, and I am not sure if I should use tags or create a new field in the customer screen to divide the customers in different types (commercial, residential,etc). What is better in this case? The customer types will be use ...

Lets say I have two types of customers, commercial and residential. The software I use now (QXpress) allows you to filter the residential customers, create a list and memorize it. Then I can use the memorized list to filter anything I want like invoices, estimsates, reports, emails, letter etc.

OK...this is driving me crasy and causing all kinds of problems.  Every time there is a QBO sync's occurs somemore customers are inactivated.  I have to run the activate program every day +.  I think it is causing more problems than I have even figured out yet.  HELP!!!!!!!!!!

Andy, I haven't heard of any issues specifically with 64 bit servers. So you're able to perform a full sync? Could there be something in the network/firewall that is preventing Method PUSH from staying connected? Here is a forum post where Danny discusses the challenges that were involved in getting Right Networks and Insyq setup as ...

Yes this can be done by adding a filter to the grid, however, what screen did you add the grid onto? The Edit Customer screen or your custom screen? If you added it to the Edit Customer screen then you can add a filter where the Customer Record ID is equal to the Current Screen Active Record ID. - Ashur

I added a grid but I need to limit the data shown in the grid to the current customer. Is there a way to do that with a Filter or something?