Method Community

After beginning our use of Method for CRM / Trouble Ticket purposes, we've found a natural heirachy within the platform for ticketing, Cases vs Activites. Most likely, our small "tasks" will be activities, where more involved projects that require multiple "tasks" will become Cases.  I have found that while ...

Jerry, Follow the same steps listed above but this time for the Button Click event. That should get it working for you. - Ashur

Hi Tom, This doesn't happen.  When they sync over, they are only added as employees, and nothing else.  You have the option to add them as users on the Customize > Users screen, but we do not add them automatically. - Adam

Please advise, we add an employee through quickbooks and when the program syncs with method the employee seems to be added to method with user login (paid license). Please advise as no one added a new employee with a user paid license and the paid license box was found checked in the user panel. If the sync does in fact add employees to method ...

Hi Suzanne, You should be able to adjust it when you upload the image.  Here is a screen of how that should look: - Adam

WaveTec, I think you'd be much better off using the Generate Report action to filter the report.  Method gathers all of the data before getting the template from the designer and generating the report. For this reason, it is best to use Method for all of your filtering.  You could build a selection list in the "Filter ...

I uploaded my Logo to our Portal in the set up process and it is humongous.  Is there a way to edit this within Method? Or do I need to edit outside of Method then re-upload. Thanks in advance for your help.

1) Edit your New Lead screen, find the Lead Source field and edit that as well. 2) Go to Step 2 and select the Add New event. 3) Then edit the first action and change the screen it points to. If you're still having trouble getting there or understanding what you need to do then I strongly suggest you watch ...

Hello,  I'm trying to pull a report from the Activity Table.  We have chaged it a bit but basically, I have an Activity TYPE of INSTALLATION, STAFF TRAINING, AND SURGEON TRAINING.  I'd like be able to have a report that pulls ONLY CUSTOMERS that have those ACTIVITIES and the DUE DATES/COMPLETED DATES for them.  I've ...

just as confused as before if I am in my new lead screen and edit the lead source area where is this done I dont see anywhere where it states this othere then lead source via lead source show and that to me states to look there