Method Community

Why does Method chop my customer's billing address part of the time? I have the full address under the customer contact; but Method chops the city, state and zip off of part of the address. Half the time only the first three lines of an address will show. I have customers with 4, 5 and 6 lines of address.  I use Method to set up my ...

Is there a way to share certain customers between users.?  I want to figure out the problem mentioned above so the user can't view all records.  There are certain records that I'd like to share between users.  My business is such that 1 "account" will have multiple customers (contacts).  Those contacts can be ...

Hi, There is a way to include a paid stamp.  It involves doing some customization to the invoice in Report Designer.  To include 'paid' into the invoice you would need to create a script in xtraReport11 property grid.  Find the field scripts, expand that and find Before Print.  Replace the existing script with ...

Hi John, can you clarify what you mean by items and group functions.

Is it possible to create an internal wiki that is similar in structure to the Method CRM Help Centre?

See edits below: The recommended structure for creating and keeping track of Help Desk tickets would be to utilize the Cases and Activities tabs, however customers many a time customize screens/processes to their liking. The Solutions would also be very helpful, you can post internal documents as well as published documents ...

Hi Mike, The recommended structure for creating and keeping track of Help Desk tickets would be to utilize the Cases and Activities tabs, however customers many a time customize screens/processes to their liking. The Solutions would also be very helpful, you can post internal documents as well as published documents for users to view through the ...

I was wondering if there is a way to add the paid stamp to a customer invoice like in QB.   Is there a way to do the same thing with the stamp saying paid and including the payment date?

I had to add the sort option in myself but that worked for me. Thank you.

What is the recommended setup/structure for setting up a Help Desk ticketing process? Is it by enabling Cases and/or Solutions features? I just want somethign very simple where people could log any tech issues they experience and they could be tracked/addressed. This would currently apply to licensed Method users, but what other options ...