Method Community

Hi industrialrobotix, I’m sorry that you are having trouble with this. I’m happy to take a look myself, but I need you to do a couple of things first. 1) Navigate to Customize > Users and activate the MethodSupport user 2) Send me an email with your company account name and the name of your print template I’ll try to ...

Hi Alex, Please verify that your Account Name, User Name & Password are all correct. You can also try substituting your email address for your user name and vice versa. If this doesn’t work try resetting your password from the Method sign in page. If you try the above and are still unable to sign in to the report designer, please give ...

Esssentially when I send a quote, I'd like to be able to select the contact I am sending it to.  Right now I can't select a particular contact if there are multiple contacts for an account....  It would be great to have a drop down to select the contact for the account when sending an estimate. A good example of the email ...

Hi msfeld, There are a couple of ways that you can go about doing this. If you are only going to be adding additional options to these fields very rarely or only once, the quickest option would be to import new values into these tables using the Import / Export tool. The tables are LeadStatus and CustomerType. Your alternative, if you are going ...

I was actually just doing this when I saw this email.  Go to Cases, click on New Cases.  For the Status, click on the elipsis (...) on the right and a screen will pop up allowing you to edit, delete, add, etc. For the Type, put a check mark in the Additional Information box and a window will open with the Type on the right side.  ...

Thanks Justin. I added the solution RecordID as the first column so it can be assigned to an actionResult when the "text is changed." Then, using the actionResult.RecordID I do a lookup for the SolutionBody and insert it into the Email body. Is there a way to assign the Record ID to an actionResult without it being the first column for ...

Hi GetRXd, You can activate Email Reminders for activities by navigating to Customize > Tables / Fields and clicking Edit Table... for the Activity table in the list. These reminders will be sent 15 minutes before the time of the activity. Conditional Warning is an action in the action list. You can add it to any ...

We integrate and synch with Quickbooks. In QB, we have customers set up as preferring their invoices to be emailed and there is a check box that automatically appears when an invoice is converted from a sales order that says "Email Later". But this box is not being checked on the invoice in QB after a sales order is created in ...

Hi Nick, Sorry for the late reply, looks like this one slipped by me. Please email me the Report Name of the report you would like restored, as well as the Company Account name of the account. Please ensure that the MethodSupport user is turned on by navigating to Customize > Users in Method and checking the box ...

Hi Melissa, The main difference between the two versions is that with the basic CRM you cannot create any custom tables or install any of the additional apps found under Customize > My Account. You can still customize screens that already exist, create new screens based off pre-existing tables and configure the fields for those ...