Method Community

Valbon, I haven't heard anything further on this, and am wondering if and when you might be installing this font on your server. thanks, Rolf

jeremy,  Here's a step by step to get this working... Click Customize > Screens and look for the CRM_NewOpportunity screen, rollover this and click Copy. - when making a copy please make sure that you: - Step 1: copy from This Account. - Step 3: you want to Add a Tab Link to the Opportunities tab. Once that finishes find ...

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!