Method Community

[quote user="John M"]Is it possible to use the "call web service" action to have another website get the method data, hold it till the 7 days then send out a email that way?[/quote] John M, Your best bet here might to to utilize the Method API to get this done.  Anything you do in Method would have to be trigger via a ...

[quote user="NeilRick"]My question is would it be possible to automate a function that after seven days would email the account manager a task?[/quote] Yes.  I would create a field (or table) that stores the date you emailed the customer.  Then when the home dashboard loads you can trigger an action that checks the table ...

Hi Method Gang, I am trying to get the client phone number to come up on my work order report.  I click and drag the field onto the report but it does not come up on the print out.  The difference that I can notice is in the Property Grid (right side of screen).  The info that does come up on the printed report is called ...

Hey Dottie, Yes custom screens can be imported from another Method account and the tables that are associated with those custom screens get automatically imported as well, however, the data held within those tables does not get copied over unless you edit the table and enable Copying between other Method accounts. Click on Customize > ...

We currently have more than one company account with Method CRM. We would like the customizations made for one company to get copied and implemented to the other without manually having to customize everything all over again. Is the possible? How can this be done? Please advice.

Greetings, I have looked into automation to send out invoices without being in method and from my review it could not happen. I am wondering if a follow up could be used some how. Somehow method would have to keep some kind of time control live at all times.  Is it possible to use the "call web service" action to have another ...

Hi, I'm writing this on behalf of a client who I was speaking to. I am wondering how long it would take to do the following customization, and how difficult would it be.  The client would like to search their database for their customers who have purchased an initial service, so that they can cross sell to them for a second service. They ...

Greetings QBO>MethodCRM>Scheduling & Invoicing>Work order list>Add/Edit work order> Status and Priority field ... button When you press the ... button on these fields you get a message saying the following: Could not run the 'Show Screen In Popup' command, as there was a problem locating the Screen ...

For some reason, the Sync Engine does full syncs all the time, one after the other. Can anybody help with this? Its a nightmare. We have 30,000 items in QB and a full sync takes an hour. Nick

Spoke with Wayne on live chat about this but I wanted to put what im attempting out on the forums to see if anyone had any ideas of how to pull this off if Method can not. Would infusion soft work for this? I have a screen that is set up to send out shipping notifications via email to clients once their items have shipped. This notification ...