Method Community

Method, I just created a new portal, following this link: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Setup-your-Portal&id=81 When logging in,  I am presented with: We were unable to resolve your request. Either the screen you are trying to access does not exist, or there was a problem with your ...

Some are in our Employee list and some are not. I do not think we will be using the Sales Rep for other purposes since we are not a retail company. We need to have the option of selecting from a dropdown list of possible project managers when we create a new customer and we need this selection to transfer over to the edit customer list ...

In the past, the vast majority of small and large companies have looked to Microsoft Exchange and Outlook to provide email and calendaring for the organization, but more recently, Google has attempted to revolutionize this space with Google Apps. The product has evolved very quickly and has an enormous amount of users already. In fact, Google ...

Hi Marybeth, Sorry for the trouble you've been having with activities.  It sounds like you're working in a stock screen with Method but having an issue - this type of problem is definitely covered under free support so please call us at 1-888-925-6238 option 2 for support and I can look into this for you. Alternatively you can email ...

[quote user="dottie"]I changed the tab name as you mentioned to just customers instead of customers and jobs and the now the it is working[/quote] Sounds good!  Normally changing the tab name wouldn't create a problem but in this case it's causing some actions to break.  If you change the tab name in other ...

Another thing I noticed is that even when I correct the job numbers that do not correspond to the custom field in Quickbooks they eventually change to other job #'s in Method after the screen reloads a few times all my customers get assigned different job numbers in Method which is a serious issue because this is how we track our customers. I ...

I just got done chatting with a Method Support Representative, and after much typing back and forth, he proclaimed he could not identify the problem so the only way to get help for free would be to post here. So I again explain my delima as requested: This week we switched from the Method CRM free-trial to a paid basic account. For the past ...

I changed the tab name as you mentioned to just customers instead of customers and jobs and the now the it is working!! Thanks!

Hello, I want to create/ add a new invoice screen/view to limite the user  (1) on step 3 which one do I need to choose ? and what's the different if I choose other options? (2) also how do I limit the invoice access by "sale rep" , for example: Tom as a sale person, login as Tom, and he can only read the invoice which rep ...

I am noticing that not all the job numbers assigned in Method are corresponding with the custom field job number in Quickbooks. Any reason why this may be happening?