Method Community

I am trying to create a field that automatically calculates the client's age.  I have already created a field where we enter the birth date, and I created another field where the default date is the current date (which is hidden from view on the screen).  I tried doing a 'date difference' calculation between the 2 fields but ...

The community is buzzing today about the announcement on TechCrunch of our $3 Million Series A capital raise, led by Klass Capital (backed by HOOPP - a $40 Billion pension fund). This is exciting news for me, for our team, and for the amazingly innovative small businesses using Method. We have a different story from the stereotypical tech ...

Got it, thanks!

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