Method Community

When exporting to Excel, I get 3 types of customers. I'll use ABCCompany as an example, whit employee names): ABCCompany:Main Account ABCCompany:Mike ABCCompany:Main Account:Mike I want sales to be either under a Main Account (with no sub-accounts) or under an employee name. Therefore, #3 is an undesirable result. I want to change #3s ...

Hi IrieAlex, For the error message: [quote user="IrieAlex"]"Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'New Case'. This Tab Link may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen this Tab Link ...

I have already tried deleting all the screens that I made. The error was still there when I reverted back to the original screens. 

  Thanks Ronen, I saw how to do for email.  Any suggestions on how to generate a letter that can be printed?  

Hi MikeB, In Method, when you click on the Go To for the customer within the Customers and Contacts List tab link under the Customers tab such as "Customer1:Employee1" in your example, Employee1 will appear in the Customer Name field which will considered a job of Customer1. In Method, when you click the Go To link for the customer ...

How can we take won opportunities that turn into sales out of the pipeline? Once they become jobs we no longer want them to be included in the pipeline.

Hi emiller, If you go to Home>Email Template, you will see the functionality that will allow you to create a new e-mail template. If you click on the What are "merge" fields, and how to I use them? link, you will see instructions on how to create an e-mail template using mail merge type of functionality. I also recommend that you ...

Hi Katie G, If the opportunity stage is considered Closed Lost then the probability (%) will be considered 0.00 and the pipeline is 0.00 regardless of the opportunity amount. If the opportunity stage is considered Closed Won, then the probability (%) will be 100 and the pipeline will equal to the amount of the opportunity. I hope that this ...

Hi Navitha, In the email template, you can retrieve the data from the Method tables by having merge fields which will allow you to have values from tables appear in your e-mail, such as a customer's name, the total amount due on their account, or the e-mail signature of the user sending the e-mail. There are two steps to setting up merge ...

You know how when you click on a field, an orange outline appears inside the field to indicate that the field is selected? For example, go into the Sales Order screen and click on one of the address lines, and you'll see an orange box outline appear along the inside of the entire field box.  I've just created a screen with some ...