Method Community

When creating a table related to a dropdown field, I'm given the option of initialising the table by adding any records I can think of. Once the table is created, I can no longer add records this way. My solution has been to design a related screen for the sole purpose of adding records - an "Add/Edit Shipping Method" popup screen, ...

Greetings, I use the field services center daily.  The major difference between the two is in field services estimate screen, is the abilty to change a estimate to a work order.  Other than that...they both use the same data and such. So if you create a estimate in CRM it will show in field services.  John M

Hi Alex You can get information about our pricing and customization services on our site. Here are the links. http://www.lacrewsbsp.com/MethodCRM/Support http://www.lacrewsbsp.com/MethodCRM/Customization  

We have just added the Field Services specialized app and notice that the Estimate tab link in Field Service Center is different from the Estimates tab link in Customers.  Do these have different functions?

Alex- We require a user to have Method CRM Pro when getting a customization package through us. In the example of leads, changes would most likely need to be made on the 'Edit Lead' screen and 'New Lead' screen, which does count as 2 screens and each of the fields added to either of the screens count as a field towards the ...

Hello Michael: I will do my best to gather the data from there. Will we need to convert to the pro version to use your customization services? Also, I wonder if we need to customize the lead screen, does the work done on the lead screen also cover other instances where leads are edited, such as the "new lead" screen or does that count ...

Hi Alex- Have you taken a look at http://www.methodintegration.com/custom-software-development-for-quickbooks-pricing.aspx? It gives a break down of pricing for our customization packages for both screen and report customization which may help give you a rough idea of how much the changes you are looking for will cost. To get a more ...

  Hello Consultant Team: We are a new method crm customer (base edition) that is migrating a lot of data from our previous crm, Zoho. In Zoho we have customized all screens from leads to invoices to reflect our needs our needs in regards to tracking where our business is coming from (website, trade shows, print etc...). As a result ...

Actually, I was able duplicate this every time. I have a fix up there now where the redirect reads what your personal preferred version of Method is (April or May, or for that case June, July, etc.), and does a redirect specifcally to that version. Previously it was hardcoded to sign you into the current "live" version, which is not ...

Thanks Mark - I had the same thing happen to me, but can't duplicate it regularly.  I'm able to get out of the loop by: 1. Signing into the April version, and signing out. 2. Switching to the May version. 3. Trying the link from Gmail again. There are so many variables at play, and it's all related to shuffling versions of ...