Method Community

Hi Matt, This got lost in the shuffle. I think it's cumulative....You get locked after 5 failures....then if you only wait 2 minutes...it adds 10 minutes to the time so that's 18 minutes., etc. If the user is still locked out, send me an email with the accountname, and username and I'll see what I can do to unlock ...

Has anyone had success with anything similar to this, integrating a credit card swiper of any brand to be input into a Method mobile screen? If not, brainstorming it seems my best other option is a card swiper that integrates with my payment gateway (Authorize.net), but not Method, forcing us to enter the payment into Method manually after ...

Hey Seth, Is this happening on the stock CRM_EditCustomer screen or on your customized version? If it's happening on your customized screen then edit the screen, click the Advanced button, and look at the actions under the OnScreenLoad event. You'll want to look for the Show Screen in Pop Up action, normally it would be contained within a ...

I want to change the caption for a field depending on a type of customer type (whether it's a parent/entity or a subaccount). For example, for a parent account, I'd like the "Name" field (from QuickBooks" to have the label/caption of "Customer Name", and for a subaccount, the caption should read "Account ...

Hi Marcelo- You can find the web address for your portal by going to the Customize tab in Method and selecting the Portals tablink.  There will be a link on the screen that says "Get sign-in page web address..." To get customers to sign up, you can email them the portal web address, but a better way to handle this is to create a ...

I am just learning to use Method and am trying to figure out the best way to track the different items/services purchased by my customers. I can see the items purchased by each individual customer, but would like to have the ability to build a list based on the items purchased. For instance, if I need to send an email to all customers who ...

Adam, I wasn't physically at the client's site when I did the install (I used GOTOMEETING) and I didn't ask what the OS was.  The client said is was his 'server' but it is really his beefy workstation.  We were running Chrome so it put the setup.exe in his default directory.  I can send an email to the client ...

Trying to understand the workfolow and relationships within Method.  Here is what I understand (or misunderstand) thus far: Estimate --->  Customer PO ---> Sales Order ---> Invoice ---> Customer ...

hello, new user here and I'm doing some customisation. our requirement is that Sales Orders are automatically emailed to customers. As such I think I have to add a 'save and email' button, a bit like on the invoices screen. Question - is there an easy way to copy the 64 actions from the button on Invoice Screen to my new button on ...

I do not have any tables that I can export that are named "Entity". Here's a shot of my options. I could go through all customers manually? But that would take a lot of time. Is this a bug or something? Why would duplicates cause tables not to be allowed? Hmm. My screen shot isn't showing up but the list contains account, ...