Method Community

Hi Rob, Thanks for your feedback - I'll try to address everything in my reply... First up let me say that Method is the most customizable CRM on the market today.  We provide you with a CRM template and the ability to customize it to fit your needs along with robust QuickBooks support.   [quote user="robjgriffin"]While ...

[quote user="kvera"]Do you know if this could be an issue since I am on the trial period of Method?[/quote] Definitely not.  To follow up on Danny's post I think you need to preform a sync to see the data you're missing.  On the Sales Rep screen, the Name field should show you a list of the all the people who you can ...

Yes it does work. With the search not working on the mobile login we wanted to find a workaround. Hopefully the issue will be resolved soon.

  Hello,  I wanted to share some items that I am running into that maybe someone else has solved or perhaps facing a similar problem.  I am looking for ideas, suggestions or even product improvements that could go into Method to enhance the solution. First, it is important to understand we are a manufacturer, distributer ...

@Kvera - you shouldn't have to edit the table properties to add a new sales rep.  I guess the bigger question is, have you linked this to QuickBooks yet?  If not, that's the first step.

Okay so I did some digging around and when I go to the Customize > Table/fields > SalesRep and choose SalesRep to edit, it brings a screen that has the names of all the fields on the table Sales Rep, however the SalesRepName is underlined in blue, and when I hover over it I get the following message "Displaying fields from the FullName ...

[quote user="kvera"]This is the error I get when I go to the Sales Rep Tab under the Quickbooks drop down where you said[/quote] I can generate that error if I type in a Name instead of selecting one from the list.  If you use the arrow and select a sales rep from the list (and type in the initials) you shouldn't receive ...

[quote user="wmcfall"]When we do a search on a tablet it will not initiate a search using an Android tablet signed in to the regular site (since the mobile site search return errors)[/quote] Search on Mobile devices is currently logged as an issue and I'll follow up on the forums once this has been resolved. [quote ...

As we continue to try and use Method on different mobile devices we continue to see the following issues on Android tablets and phones When we do a search on a tablet it will not initiate a search using an Android tablet signed in to the regular site (since the mobile site search return errors) The follwing tasks were attempted on an ...

This is the error I get when I go to the Sales Rep Tab under the Quickbooks drop down where you said: Error on Save. The SalesRepName DropDown containing Tony Larson, is not a selectable value. Additional Information Action Sequence Order:4 Now what??   Thanks