Method Community

At Method CRM, we’re firm believers that online is the future for small businesses. I mean, we did create an online app after all! This month the first SmallBizVCon is being hosted by Stacy Kildal and Dawn Brolin, both avid users of online solutions and named CPA Practice Advisor’s list of “2012 Most Powerful Women in ...

Neil, I've been testing a number of scenarios to see when the code works and when it doesn't.   I'm getting a bunch of different results depening on where the code is being passed from and viewed on the end result.  I'm going to put in a ticket with the team so they can look at this further.  I'll update ...

Thank you for the help Adam. Did you ever conclude if the Character function "JOINS with" is throwing the code or not? Neil

John, This has been fixed. - Adam

Thanks to both of you for your links. I have been doing the tutorial for the report design and I am understanding it better now. However.. :) after I create the report and the tutorial goes back to Method on the Customer screen - it looks nothing like the customer screen in method, so I am lost as to where he is going to activate the ...

Kitty, Possibly.  That screen is under Customize > My Account, so it would depend on whether you have access to that tab link.  If you don't, you'll have to get access to it from your administrator.  The Default Email Preferences can be set for each user's email address. - Adam

Ok the name of my report is "FieldService_WorkOrder_ToddCo(4)". This is the Print Template I am customizing for our Work Orders in the Field Services App. I have selected it as the Default Work Order Template (Print). I am viewing the report from the Add / Edit Work Order screen by clicking the Activities button, then Print ...

I need this addressed urgently, as we have a promotion going out. We have never used Method for using discount items - we left that to office admin. But now we're doing a promotion with grouped items - one of which is a discount. The problem is that in Method the discount appears as a positive number instead of a negative number, which is ...

Adam, Thank you and I will look into this. Where is this page located? I went to my profile and did not see this. I am not the administrator, so would this be something that my boss (the administrator) have access to?

Hi joshtodd, I am unable to replicate your issue. What is the name of your report, and are you selecting the correct report in Method? Also, what screen are you viewing the report from? To be proactive here can you also provide the following information: 1. What report did you copy and edit? 2. What are the Master and Detail tables you ...