Method Community

Wondefful, this is a great functionality and we have located the screen in which you've been talking about. Still learning our way around the CRM. What would be your recommnedation to relate multiple clients to one problem? Such as an outage, or bug that affects several people at the same time. Thanks,

Klass Capital investment accelerates extreme product development and international growth Toronto, February 14, 2013 – Method, a high-growth Toronto-based startup and creator of  the number one-rated CRM app on the Intuit Partner Platform, has just completed a deal for $3 million in Series A funding. Backed by Klass Capital, a North ...

Hi ubiquitas, There is no way to copy an entire action set from another screen. You probably won't need all 64 actions to achieve what you want, depending on what you're looking to do.  Sending the pdf (from Print Preview) is quite simple.  You would have to run the Generate Report action on the save button and attach the action ...

The stock screens will be the same on both your account as well as my own. The screenshot I included is not of the CRM_CaseList screen, it's the bottom right portion of the CRM_NewActivity screen. I just took a screenshot of that one part of the screen to illustrate how to relate Activities to Cases. - Ashur

Your screen is very different from our default cases list screen. Our caselist template is #426. Thanks,

Hi Ben, Ensure that your section actually has an object/field in it. You should then be able to move it up above the buttons section. If you already have objects/fields in it then try moving the other section down. - Ashur

Create yourself as a test customer in Method then create a test invoice for your customer. Register on the portal then login and attempt the payment with dummy AMEX info. Send me an email advising when you will be available for a screen sharing session, as well as the best number to reach you on. - Ashur

hello, new user here and I'm doing some customisation. our requirement is that Sales Orders are automatically emailed to customers. As such I think I have to add a 'save and email' button, a bit like on the invoices screen. Question - is there an easy way to copy the 64 actions from the button on Invoice Screen to my new button on ...

Ashur, thanks. Yes, a sales order may contain ten line items, but five may be reservations for an event on the same day. These five would need to be selected and included in an email with the event details (address, start time etc...). I'll check the list builder screen for any pointers.

I checked the gateway settings and the transaction key for some reason was a few characters short. I copied and pasted from the known working Visa gateway into the rest of the gateways but I still get the same result. When I go into Method and click "process through payment gateway" I fill out all of the info and clickSave/new. It says ...