Method Community

Dottie, Sorry for the late reply.  I've been doing some testing to see if the fields you need can be added to the Transactions table.  It turns out the transactions table can't be modified as its a special table in Method.  You could create a new table and link fields from the tables you need (transaction table, time ...

When I say "template" that might be the wrong term. I don't mean the templates for estimates that are used to print them out, I have no problem customizing those. What I would like to do is save a pre-filled selection of job items and descriptions into an estimate, so that I would not have to recreate a similar estimate over ...

Hi joshtodd, [quote user="joshtodd"]When I select a template from the dropdown, I want it to fill the data into the screen. Then I want to be able to edit the estimate for final touches, add the customer, etc., and then save it as a new estimate for that customer.[/quote]Can you clarify what you mean by this? Are you looking to have the ...

Jeff, There's only one stock Contacts Portal so don't worry about old vs. new.  What the stock screen does is it filters by the active recordID (the logged in customer) and shows only those records.  To customize you would have to use the "Override filter by active record ID" which will remove the automatic filter, ...

I'm looking for the easiest way of sending an email template from a mobile screen. It will be a custom template for emailing work order details to a customer. I've had a look at the send mail events and actions on the 'CRM_NewActivity' screen, but these seem over complicated for what I need. Thanks.

I eneded up fixing this.  Not sure how or why but a setting in my google gadget had changed.  I went in and changed and all is well.

When I click on the view/edit on a customer in the google gadget it takes me to outside link that says "Welcome to link.methodintegration.com. Gatekeeper for your short, easy to remember links to Method.  Reasons for seeing this page:" Below the text above it gives me a long link. I am signed into method it ...

Neil, I think I've finally solved this.  If you add the tag as the first part of the action result, then at the very end of the action result string, add another ending tag, then it should work.  The link can be placed anywhere in the joins.  I've attached a screen of my actions so you can see.  You can also use ...

Adam, Just to add some information, this is the default portal which apparently pulls from the Contacts table. I just read a thread talking about the "older" Customer Portal vs. new Contacts Portal. Not sure if that matters with what you were imagining and how everything should be setup. I've really only been working ...

Sorry Jeff.  My apologies for the link.  I've copied the text below: To understand your questions I’m picturing a situation where we have Method as the main customer and jobs set up for each of the locations (Chicago, NewYork, LA and etc). So when Method logs in via the portal they should also see the jobs. This can be ...