Method Community

I have a screen with a pivot report of sales data by customer. When seeing the report on the screen, results are filtered by the sales reps on the invoice (or shared sales reps). I assume this is just because of user permissions. However, when exporting the report, all sales reps are included in the results. I'd like the results filtered by ...

Is there any survey integration such as survey monkey? I'm sure I could use email campaigns that link to specific surveys and follow-up through their but was just curious about any direct integration. Thank you

Hi Gpeak, The "duplicate records" you are referring to are Activity notifcations that are based off of the Web form linking back to the Opportunity and Activity tables. When your potential customers submits a web form, an Opportunity is created with the Activity type "Web Comment" to indicate/alert how they reached out ...

The following updates are now live for users of Method. Features Added ability to rename, merge, and delete tags (PL-6699) Added ability to bold captions for tag list control (PL-9752) Bugs Fixed issue preventing loop values from being accessible in expressions (PL-9604) Fixed issue causing Contacts app to be displayed ...

Good Morning,   I invoice my work orders in method and then go into Quickbooks to "Add Time/Costs" to the invoice as I have not found any easy way to do that in Method.  I am having the following problem, it as always been this way, but it has become more inconvenient recently.   After adding Reimbursable Expenses from ...

Hi,  We've been using web to lead for a while, so this is not a new issue.  When someone fills out the form, duplicate records are created within Method's Activity List.   One record is catgeory "Web Comment" the other is category "Other", both created at the same time with the same information, but ...

DO I have to have a separate button for each kind of report that needs to be run - i.e. Sales has their filter critearia and shipping has their different filter criteria? In other products I'd have a dialog box with filters set up as either check boxes, radio buttons or whatever

We have a report that loops through a grid and gets many duplicate customer names and addresses. Is there a way to just get a unique list? Using SQL I would use SELECT DISTINCT

The following updates are now live for users of Method. Features Added ability to use Office 365 SMTP server. (PL-9737) Bugs Fixed an issue causing payments to sync to QBO as unapplied. (PL-9710) Cheers Audisho

When using the portal link on the Contacts screen all of the links point to the same Guest-Home page.  I would like to have different home screens depending on the Contact Type or some other variable.  At a minimum, at least a different portal Nav ribbon depending on the Contact Type.   Any thoughts on how to do that?