Method Community

XtekTrev, What do you mean by customer facing documentation?  Do you mean the printed Invoice and Estimates?  For that you can use the Report Designer to create a custom Invoice/Estimate templtea.  You can make a copy of the stock one and add/remove the fields you want on the invoice/estimate.  We have webinars to help ...

I am configuring our Estimate/Invoice screens and would like to have required entries not appear on printed customer facing estimate/invoice (Company Purchase Order/Cost/Deal Registration ID).  I am stuck here on how to have these fields not appear on customer facing documentation. Has anyone addressed this requirement in their own ...

Hi Jon, Welcome to Method! I'm impressed with how quickly you picked up on the customization aspect of the CRM, great work. What you're doing is perfectly correct, however I'm not sure why the field is jumping back to the main list when you try adding it to the screen, it should work. Are you by any chance using Windows 8 and ...

Neil, To add to this, make sure to add an closing tag after to make it clean.  You could also use a <br /> tag at the start if you wish. - Adam

Here's a link to our Outlook Plug-in Help Centre Articles. - Ashur

Hi Matt, Welcome to the Community Forums! Not sure exactly what you mean but it sounds like you're under the impression that Outlook contacts are synced with Method. If that's the case then there's no need to worry as Method only syncs with QuickBooks. Our Outlook Plug-in can sync Appointments/Activities with Method and you can add ...

Hi jwarren, I'm unable to replicate what you're describing, ensure thay you paste the color code using capital letters but once you paste press the tab button since the color chart displays. Click Save Settings, navigate to the Tables/Fields tab link to ensure the Grid Header color has indeed changed, then sign out and sign back in. ...

Neil, We've found a fix for you.  If you join an HTML tag as an action result before the code, the link should display properly.  See the screen shot as an example.  ActionResult3 would be your link code. - Adam

I'm assuming you followed along with the tutorial and created a copy of the CRM_CustomerList screen then edited it to include a button with the Generate Report action in it correct? If so then go to Customize > Screens, hover over the screen you customized which will have it's name bolded, then click the View button on the left of the ...

Alright I just did the same thing you did, but instead of using County I used my own custom field. I was able to get the field to show up on my report successfully. Two things that could be the cause here: 1) The linked field you used is not linked correctly, i.e. it's linked to a dropdown field which is associated with another table. ...