Method Community

Support, Is there a way to relate an activity to a "Global Case". In other words if I have a system that is down and it is effecting multiple customers. When multiple customers email/phone in for support it would be nice to create an activity and instead of typing the details of the issue repetitivly, just to realte to a Global Case ...

Hey andy, Try this in Firefox, but first clear your browser cache/history. It shouldn't be happening but there is an issue with web forms on Google Chrome having their data reset as you mentioned, plus some other strange behaviour. Our dev team is working on getting this resolved so in the meantime using a different browser should help. As ...

Hi! We are trying to create a new process to track specific projects and their progress, and have the customer be able to login to their Method portal and see the current status of their order.  Kind of like when you order a pizza online, and you can login in and see the delivery status (ordered -> pizza being built -> ...

Good day,  I’m working with the outlook plugin and trying to simplify my appointment process, it’s going ok but for some reason the drop down for "location format" does not give me any way to add a location or field to pull a location from? any updates or ideas on this?  Also, I’m creating work orders ...

I have two different invoice templates in QB.  One for a "to be printed" invoice that prints on a preprinted form and only prints the data.  It is called "Preprinted Invoice".   The other is for email invoices and prints our logo, address and all the data.  It is called "Invoice with ...

Hi Method Team! I'm using demo version Method CRM and i want make reminder for activity. I've new type of activity, for example "Send approbation case". Then i've done new activity, set Due On and Due Ending. I want recieve email reminders: - before 3 days the Due Ending; - before 3 hours the Due ...

Looking to make Active Case's into Work orders. Has this been done before.?  I need to be able to quickly go from web form input to case (or skip the case and go to work orders on the waiting list) to work order to invoice as fluidly as possible.  I also am looking to email contacts when they have gone from waiting list to a ...

We received an email from a user: i need my screen … to show the grid in the List Section, i see it is there in the design view but when i launch the screen it doesnt show up.  I also want to hide the tabs, Addr, Amt.  Items. I reversed the logic to have them hidden initially and cant find how to hide them again.  I have a ...

The support team received this email: Can I modify the invoice PDF provided on the customer portal? If yes, where’s the menu item? If not, is this a custom job that’s available? Darryl, Yes! You can definitely mofify this report. We offer a program for free called the Method Report Designer. Click here to view an article ...

If I create a secondary email field for customers in QuickBooks called "Email2", do I have to do anything to have it show up in the Customers table in Method? Conversely, if I assign a status/category to each customer in Method, can I map that field to a custom field in QuickBooks? The idea would be for that status field to be able to ...