Method Community

Hi David, We've done this and it works great.  When doing this you have two choices, adding a document which has been created earlier in the action sequence using the Generate report action or adding a document which the user can choose from a drop down on the screen.  The key to the second is to identify that document ...

Hi CF_Pro, You are correct. When you click the Select link in the search screen, it sets Shared Result values. Then those values are used in the OnClosePopup action set in the CRM_LeadList screen.  You can find the "OnClosePopup" action set in the Advanced button at the top left when editing the screen. Its on this action set ...

Will, I am a Method Solution Provider and I specialize in in helping companies in the field service industry use and customize Method. I have companies that are using Method in a number of industries including landscaping, lawn maintenance, irrigation. I'd be happy to talk with you about what has worked fwell for other clients. You ...

Hi Charles, Sorry for the late reply. This issue you are referring to is related to QuickBooks Online I believe.  They changed they way they handle the addresses to free form, which in turn affects they way we receive them, and how we set them up. We are still working on this. You issue however I don't think falls into this. ...

Hi Vicki, What exactly are you trying to accomplish?   We do have the Create Short Method URL action that you can use.  What I'm not understanding is why you'd want to have a DataType to link you to the site?  If you are already on the site, why would you need to link to it?  If this is for an email template ...

Hi Christy, You can totally store your documents in Method, and even link them to customers, cases, opportunities, solutions, and more! Please see this article which is one of five about Method's Document Library. Through some customization, it is definitely possible to send your documents as attachments. In the Send ...

Hi Ben, Can you email me the Company Account name and activate the MethodSupport user so I can sign in and take a look at the portal? Also, please let me know what the name of the portal is. I'll do a test on mobile to see if I can get you an answer about the issues you are having with scrolling.  Jason

Hi jdcard, We'll need to investigate this. Please enable the MethodSupport user on your account then email me your Company Account name (not user name) and the best number to reach you on. To enable MethodSupport go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for ...

Hi Andy, Please enable MethodSupport on your account; go to Customize > Users > scroll down to the bottom of the page and ensure there is a checkmark in the Active box next to MethodSupport. Then email me your Company Account name and contact number so I can reach out to you. I think I've replicated the issue but need more details about ...

Yes that sounds correct.  Are there any custom fields that are in the old account that haven't been added to the new account?  This may cause issues if the tables and fields don't match and especially if the field is used in the report.   If you wish, you could you also email me your Method company account info and turn ...