Method Community

Thank you. Smooth as can be!

Update  Method pro>May version>Custom made screen> Desktop looking at this mobile screen For some odd reason i cant view this mobile screen on the desktop computer as well. If you need to look into my account you have my permission. The name of the screen is Irr StatusMO. I can see that changes i made while in the editing screen. ...

Selwyn - If I'm replying to an email though, 99.9% of the time I select "Emai Incoming & Outgoing" if I am replying to the email I received.  Email Incoming means I received an email and did not reply to it, however I want to log this in Method CRM.  

When you click on a field in the Designer, you'll notice a little arrow appear to the top right of the field. If you click on this arrow you'll get a dropdown of various properties of the field. Click the "..." button next to 'Format String'. Things should be self-explanatory from there.

Greetings, Method pro>May version>Custom made screen> not reflecting changes on the mobile I have this screen and a table that is 100% custom.  I needed to add a field and correct a spelling error on a lable.  So I did that, published and saved it.  Under normal condtions, this change would happend on the mobile end. ...

[quote]Hi I've recently established our company in the beta gmail service.  I first granted access through the Google Ap administrator account admin@mydomain.com, then through my personal account me@mydomain.com I now receive the new blue bar at the bottom of e-mails however when I click to connect to the CRM system I go to a screen ...

I have created an invoice and everything has been working well in the Method Report Designer. I am having issues with how the Ship Date is displaying on the invoice. Instead of having it show like this: 3/28/2012 1:00:00 PM I woud like it to display like so: 3/28/12 Can you edit this field the same why you would edit the balance fields to show ...

Hi Danny - If you're able to, it makes sense to me to put that one additional setting in there for a default activity type when in the sent items folder.  That way, we don't have to change the type over and over again. Currently, if I set the default to Email Outgoing, then when adding activities from folders other than the Sent ...

I added an Activity to existing case and email was sent to Client... (luckily my comments were nice).  But I did not intend to have that sent. Could the option to email be more clearly shown in gadget?  Also, until I pressed  "edit activity details".. I did not know that "Comments" were external and this button ...

This is the screen I see