Method Community

We are switching over from Zoho CRM which I have completely customized. I am having trouble figuring out how to work with the tables and fields in the customization. I have been trying to find a webinar or something that will give me help on this, but the only webinar I found was unable to be played on my Mac. I will try to explain what Im trying ...

So I have a suspicion that the Item Receipt screen and the Enter Bill screen in Method do not work with each other in quite the same way as in Quickbooks. Tell me if I'm right: My goal is to be able to create an Item Receipt by selecting against a PO. Then, after that PO has been marked fully recieved, I want to be able to separately enter a ...

[quote user="Selwyn van Rooyen"] I have this same comment...  Would be great to default to the email's date & time rather than current time.  Also, if in the Sent folder, default the activity type to Email Outgoing instead of Email Incomming. [/quote] Selwyn - You can set a default activity type for the activity your ...

I have this same comment...  Would be great to default to the email's date & time rather than current time.  Also, if in the Sent folder, default the activity type to Email Outgoing instead of Email Incomming.

[quote user="MikeB"]I'd like to export in landscape form, and shrunk to fit the columns (or the entire report) onto one page.[/quote] You'll have to open this report in the Method Report Designer to edit the page layout.  If you've never looked at the report designer we have a few webinars on the topic to get you more ...

[quote user="r.dickey"]Is that correct?[/quote] That's correct but you can certainly adjust our stock screens through customization to cover separate company-level data.  You would have to customize a few screens and build an address lookup table but you can definitely add separate company-level data. ~C

 Sorry, I should clarify: the action attached to the export button is "Generate Report".

I have a button/link that exports a report to PDF. However, the report is quite wide and ends up being 2 pages. I'd like to export in landscape form, and shrunk to fit the columns (or the entire report) onto one page. I've investigated the Export to PDF options in the Report Designer but I don't see an option for this. Can ...

We are migrating to Method from a home-grown CRM. The legacy system has information set up for companies with multiple contacts associated with each company. I need to find a location in Method for the company-level data such as address, phone, and notes in Method. Each contact also has address, phone, etc. that may ...

Hi Chad, Thanks for the quick replies.  Unfortunately, in my example, Today is a valid choice, but not always what I want, so I have my own workaround for this.   Rolf