Method Community

Beth, Sorry I should have added that you'll have to click edit on the Contacts grid.  It'll be on step 2 of the wizard. If you're looking to get into customization, our webinars are a great learning tool.  They can be found here.  More information on customization can also be found in our Help Center.  We also ...

I have a link to our company's survey page being sent out to clients using a Type In AR for my message field in a "Send Email" action: <a href="www.parknpool.com/client_survey_1005.php">Click Here for Survey</a><br> When I tested this in Outlook it worked fine but on my Yahoo and Gmail accounts I can ...

Andy, Glad to hear everything is running now.  Let us know if the issue persists. - Adam

Adam, Am I going into Customize: Screens: CRM_Customer List to do this? I don't see advanced options anywhere. Beth

Hi, I'm new to Method and need to make some changes to the estimate form. 1. I would like to have Quote instead of Estimate, can I change this and how? 2. It it possible to have Method auto generate estimate number starting at 1001? 3.  ** How do I get the Item number to show on the printed version of the estimate form?  This is ...

Not a problem at all, we're here to help and look into all your "weird problems"  Glad everything's working for you now, Happy New Year! - Ashur

Hi Karen, You can do this by editing the Format String for the Invoice:TxnDate field. The default date format is MMM-dd-yyyy but you can customize it to suit your needs. - Ashur

This email came in from Beth:  Is there a way to customize the customer screen so that the company name shows up first in bold rather than the contact? Beth, What you would have to do is change the SQL override in the CustomerList screen.  Edit the grid and click advanced for the Contact/Customer/Company field. ...

It was doing it on the stock screen as well, but today, both calendars are displaying them correctly. Not sure why it refreshed the status and not the label for it until today, but it's working now. Thanks for the reply! Sorry to always bring you weird problems...

Adam, thanks for the advice. I was unable to shut down Method or Quickbooks as the server was completely unresponsive. I scheduled a reboot with our hosting company and afterwards things returned to a manageable level. We had performed a full sync last week on initia setup.