Method Community

Hi Mark, Works fine on my end on both an editable and read-only grid. Where are your html tags being used, in the cell values? And what are the tags you're using? Can you include a screenshot of your grid and of the exported file. - Ashur

With the Eport Grid to Excel action there is an option to remove HTML tags, this doesn't appear to function.  Anybody else having this problem?

Hi Marcelo, We do allow you to set some activity preferences by default.  You can find these by going to Home > My CRM Preferences in the CRM tab group. Other settings can be defaulted through customization.  This can be done several ways.  In your case, you can use the Text Change event in the item grid to set the ...

I just tried deleting the small change that I made yesterday and the problem is still happening.  :(

Hi all, I am suddenly having a problem printing multiple invoices at one time.  I made a very minor change to a custom invoice template in Report Designer last night (added a field in the GroupHeader3 section of the invoice template). This morning the client emailed me that when she chooses multiple invoices to print, the first invoice ...

Hi, On Method CRM for Quickbooks, there is no default way to block off certain dates for holidays in the activity calendar.  This goes for both desktop and online.  You said you could do this in the desktop version, was this through customization? You can achieve this type of function through customization. You ...

Can you set defaults for services? The program that we use now, it allows you to set default crews, starting and ending date, renewal date, etc. So everytime you schelude that particular service, we do not have to enter that info

Hi Marcelo11756, What you should be doing is assigning the Work Order to the Team Leader so that when you're entering your Time In/Out info, just select the appropriate item from the Work Order and assign the correct members of the team to it, check out the screenshot below for an example. If you haven't already, you should check out ...

Hi andy, The magnifying glass button is built alongside the dropdown button on mobile optimized screens so it can't be disabled or removed. Without it users will have to scroll through pages among pages of records, i.e. going through your customer list when you have 1000 names beginning with Chris and you're looking for a specific ...

Hi Mario, This is not something built out-of-the box for Method and we don't have a set work flow as every organization does things differently. Your technicians will either need to create the Work Orders/Invoices themselves or you can go the route of customization. But depending on the scope of the project this can be quite ...