Method Community

Hey, I've been trying to figure this out all day. Below is a screen shot of the area I am talking about on the Opportunity page. I want to add more information to be shown in the "Contact Information" section once I select an existing lead/contact name from the dropdown menu. For example, their email address, and anything else I ...

Hi - I recently came back from a trade show where I scanned data from hundreds of attendees that included both new prospects (leads) and existing customers.  So some of these scanned contacts already exist in my method database and some do not.  At the trade show these people request us to send them information / samples or request a ...

Hello Again,  Still working on this. Thank you for your assistance! We were able to find the tables and add the appropraite fields - However we are unable to view our additions to the field names under the correct drop down. Are we missing a joining/publishing step? I have a screen shot but it wont paste here - under field ...

You could also have the actions that send the email run on the page load of the first screen that opens in Method. That way noone would have to click a button, it would check and send as necessary every time someone logs into Method. Altenatively a stand alone program that uses Method's API could send the emails and then use Windows task ...

Thanks Michael!  Exciting to know the icon will be possible. I'd like to file a request that being able to color the column headers would be awesome.  (and as long as this is a wish list, being able to change the color on filters)  Use Case would be to let the user know at a glance how the grid is filtered. Fyi - I'm ...

If you search for an Entity from a drop-down field, such as contact on an activity... After make you selection and click the lookup field again, for a split second any of the contacts for that entity are still available to select, but not long enough to select another one in the event you wanted to. This is definitely a wish list item and not a ...

As per your email, you mentioned that if you go to Proposal list and select the proposal for Fred Flinstones and click the print button, you get error mentioned in above post. You also mentioned that if you try the same thing in Method classic, by going to opportunity list and select the opportunity for Fre flinstone and click the print button, ...

Even though I have multiple contacts, it always seems to default to the main contact for the company regardless of the opt out boxes. Is it possible to put in a request for the new Method to have a selection in areas we are going to be sending emails - whether it's just a standard email, estimate, invoice, etc?  Seems that would be ...

Is there a way to change the calendar height on the timeline view so that the rows are narrower? I am trying to duplicate Corrigo which has a very narrow daily time line view with all Technicians on the left that you can see at the same time without having to scroll down. Also, is there a way to have a notification pop up or email if a ...

Hello Antonio,       The sync engine can appear to go through tables fine but timeout or error out. It then will not update the sync date and time on the Synchronize page.  Is there an error in the Method Integration Engine (MIE)?  Do you have sync conflicts in your Resolve Conflicts list?  Send an ...