Method Community

is there a way to upload docs directly to smart vault and have them appear in method? or does everything i want in method need to go through method? i tried uploading a doc directly to SV and it isn't showing up in method. . .

Allow me to clarify my post a bit more.  I'm a contrator that services the HOA industry.  My customers are property managment companies.  My opportunities are individual HOA's.  When i close an opportunity technically that opportunity becomes a customer in and of itself. In the past I've been converting leads to ...

[quote user="swm023"]I've found some posts about report designer only working on pc.  I have a mac[/quote] Hi swm023, Some of those webinars will only play on a PC due to the required codec from GoTo Meeting. ~C

Adam. Tried, logging out then back in stil give me issues. All the stock screens and all the custom screens I created in the October version that need job costing work great. All the stock and custom screens that need job costing in the November version  dont work.  Method support is open.  John M

Am I wasting my time? I've found some posts about report designer only working on pc.  I have a mac . . . is there any way for me to custom design reports?

I just used your <img> tag in my own email template and it worked as well. Not sure why it's not working for you, are you able to see images from any stock email templates? Try using the November version of Method; Go to the Method sign-in page and click the Switch to the November version link on the bottom of the ...

Almost forogt When planning my routes, I use the activity group screen rout function.  On that list i will have things like Landscaping, Irrigation, Pest/Fert etc.   I then use the sort field and enter a number.  That number is a area thati do work in.  So if sort field has 10 that means San Jose,  20 would be ...

Todd May name is John M, I own GTMLandscaping here in california.  My whole business pretty much resoves around Method. Some of the things i have created is listed below 1. Created a estimate with phases.  So phase 1 would be lawn install, Phase two would be lighting. Created this becasue clients in my area want choices so they can ...

I'm trying to find a way to keep Vendor contact info out of the contact list for my sales staff. They currently don't have access to the Vendors Tab, but Vendor information still shows from the Contact dropdown menu when adding a New Activity/Log Call/New Task/New Appointment, etc. Is there a way to prevent this or filter it out? I would ...

I need to be able to fill in data in a field and have it autofill that information in same field but on another screen.  So that the fields essentially sync. For example I have a field called billing email on my customer screen.  But when I pull that customer up in an invoice I need it to populate billing email field on invoice with ...