Method Community

[quote user="CF_Pro"] Does method have any tools to easily migrate Microsoft Dynamics to Method? Thanks [/quote] @CF_Pro - I think this post may have got lost somewhere along the lines so I apologize for the the late reply.  I'm not really sure if this is an API question but there is no easy way to migrate from Dynamics to ...

Hi Paul - I'm not sure I like the coloring on the left with white text when selected, and there are some formatting issues (at least on my screen).  For instance on the Email section, the fields appear below the left menu.  Otherwise the look seems good.  I'll also say that when accessing this profile screen from the Gmail ...

[quote user="SMFletcher91"]Is there any way to completely remove these so I'm not sifting through what's a mistake and what should've been deleted?[/quote] Not currently.  When you delete a lead from Method we delete them from the Customer table but any activities associated with them still live inside the Activity ...

The Activities table is a nice summary of chronological contacts with a lead or customer.  But if an activity is an email, I want to see at least a few lines of the email text content - so I can quickly review what we have been talking about.  As it is now, Method makes you click and open the email, going to a new screen.  Not ...

How can I customize Method to do this?  Since we have checked "send an email" already, Method knows this is an email and the activity should be noted as such. Thanks!

At this point we have gone as far as we can in this forum thread to address your issue using the free support options.  In order to keep assisting you with this issue, it will be necessary for a Method consultant to review your screen and actions and determine where your issue is.  This would be considered paid consulting.  If ...

[quote user="Dave"] Is there at least a way to default the value instead of it showing as "unspecified site"?  This is a pretty big hole.. [/quote] @Dave - not at the current time.  This is what the QuickBooks SDK inserts for a record automatically if a location is not specified.  We currently do not support ...

Greetings, I am looking for a way to quickly enter expenses while out in the field. I have tried to make my own but i just cant seem to make it work. Has anyone made one and willing to sell?    Thanks! John M

Hello all, I have added a few leads that have been deleted, and all if fine when I'm in Method CRM, but one I export an activity list, I'm seeing blank fields.  I thought I had intered some information wrong, but it's actually activities from those deleted leads.  Is there any way to completely remove these so I'm not ...

[quote user="Method_Chad"] [quote user="MikeB"]My original question was: how do I incorporate/link Estimates to my user (ABC) interface and have the estimates populated in the transactions tab of each Customer screen?[/quote] The Transaction table has all the information you need here, the Txt Type field lets you know if its ...