Method Community

Contact Info Tab New (#3884) - you can now see the sales rep initials(QuickBooks Desktop)/assigned to username(QuickBooks Online) and sales reps name for the contact. Cheers, Danny

Hi handcrafted, Try placing those fields in separate rows and check the outcome. Double check the settings for both fields and play with their alignment settings, alternatively edit them to show next to each other then remove the setting and see if that helps. Not sure exactly why the alignment is now off on your screen, I've tried ...

[quote user="taurusgardening"]how do I set this up.  I was able t do this last year but since an update early in this year, seem unable to do so now.[/quote] If this option existed previously it was removed as I can see no way to initiate a calendar load using more than one default resource.  I'll put in a feature request ...

Hey John, What version of Method CRM did you perform the customization on, the Septemper or October version? Please ensure you are logged into the appropriate version on your mobile device as well, i.e. if you performed the customization on the October version then ensure you are using the October version on your mobile device. To find ...

Hey viret56, FYI - Our October release is now available and it includes the ability to clear checkboxes in a grid. If you want to start using it go to the Method CRM login page and at the bottom of the screen click the Switch to the October version link. - Ashur

Good morning, I noticed this morning that there is a slight alignment problem with the October version in my estimate screen. The tax line is supposed to be under the subtotal linie but in the October version it is now to the right of the subtotal. I have attached screenshots for your review, as you can see, it is under the subtotal in the ...

Hi again Jessica, As stated over the phone this is definitely something that can be done through customization. It would involve having your own custom List Builder screen and editing it to select only the Customer Types you would want to include in your list. If you would like to setup a session with one of our consultants for training or ...

Greetings, I made some changes on a mobile screen. I can see the changes on the lap top but i cant see them on the mobile.  I published and saved them but still no changes. This has happend to me before a while ago.  Is there anything i can do to prevent this? Thanks, John M

Thanks Dave!

"October" version now available The following updates are now available on the staging site.  You can access the October version by clicking "Switch to the October Version" when you sign into Method. Recent history - this may be one of the biggest features you never knew you needed! Method now keeps track of recent ...