Method Community

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 ...

Hi Kitty, I sent that link since a number of our users use Gmail for business and it was a common problem in the past.  Obviously not your issue and I appologize. Can you make sure that the email in the from area is matching the default email preferences?  If not, can you change one or the other so that it matches and test ...

I am trying to do the same thing. I was able to follow Michael's instructions and got the Customer table to appear in my Field List, but now I'm having a different issue. When I add anything from the Customer table to my report in Report Designer, the data doesn't show up! I can add as many fields as I want from the Activity table and ...

Adam, I am not using Gmail – so I am not sure why that was suggested as a problem. I am using outlook and Method CRM. Maybe it a behind the system, the way my profile is set up? Below is what I have and what it looks like. Again, when I am sending out campaigns, this is what I get int he From area: Kitty A Walker ...

Hi Kitty, You can convert Leads to Customers but not Contacts to Customers, so in this case you would need to create a new customer for this contact. Don't forget to remove them from the original customer if required. - Ashur