Method Community

I am using a standard field "e-mail" from the customer table - it is listed as an available field in the work order screen.  I moved the field into the screen.  The field is showing up on the screen.  When I am testing a  work order enter with a customer I have made sure has and e-mail addressed enter.  The ...

Hi GH1701, [quote user="GH1701"]We are an old school manufacturer using Quickbooks looking to use Method CRM for sales and need assistance on best practices on how to start, use and where we should be heading.[/quote] If you don't get a response from other manufacuter's here then you may want to speak with a solution provider ...

[quote user="GH1701"]Is your connectivity still slow?[/quote] While this thread is a little old, as Paul mentioned above - every update has optimizations in it.  From the last post on this thread until now there have been a number of updates so the speed should be quite improved.  Don't forget to check out our release ...

Hi VLocke, Could you give us a few more details on what you are trying to do?  What table is the screen based off of?  Also, is the field a custom field or one from the table the screen is based off of? - Adam

Hi JohnM, [quote user="John M"]Will a full sync only sync when method knows there was changes? [/quote]If a full sync is already running then Method won't trigger another (even if you press the button).  A full sync can be run even if there are no changes it just runs a little quicker since there's nothing to ...

Hi pjcoggins, We don't host email template images on our servers. What you would need to do is host the image(s) on your own server then include the absolute path in your email template which would look like this: <img src="http://www.yourserverdomain.com/yourimagefolder/yourimagefile.gif"> - Ashur

Thank you for the reply. I will look at the links you sent. As far as the calendar - they are using Outlook. I appreciate the tips and will keep that in mind for future clients. Annette

Thank you Ashur. I will watch the webinars and see what I can do.

Sorry, my apologies.  I misread your original post. You can find the grid by going to Field Service Center > Work Order List.  This will list all of the existing work orders.  From there you can use Filter by view and setup the date range to the work orders you want listed. Could you try from that screen and see if the ...

Hi VARC_Annette, What you're looking for is going to include some pretty involved customization. One way I'm thinking about accomplishing this is by customizing or creating a new table and use your own custom screen, but to limit some items from view for certain employees would take you quite some time, plus you can potentially mess ...