Method Community

Hi Shane, The first thing you need to do is add fields to the Invoice table. You can add fields by doing the following: Go to Customize>Tables/Fields Click on the Invoice table Type in the name of the field in the "Field Name" field and select the "Field Type" from the dropdown. You can choose from: Text, Decimal, ...

Hi viret56, When you send an e-mail, the Send Email action within Method doesn't keep track of the e-mails that are sent. You can thought keep track of the e-mails that are sent through an activity. Within an activty, if you place a check in the checkbox for "Send an Email?", you will open up a section called "Send an ...

 How do I reformat the calendar view so it only shows working hours, 8am to 8pm? BOB

Hi Ronen, Both answers very helpful! Thanks, Colleen

I need to add an area for a shipping tracking number on the Method Invoice as well as a couple of other items.... can someone advise me? Thanks, Shane

When an email is sent using the Send Email action within Method, does Method keep track of the sent emails?  If Method does keep track, where do I look to find the sent emails?  If Method doesn't, is this a situation for the Outlook plugin? 

Hi cfupham, I just wanted to give you an update on that response. The tablet that you purchase from your carrier needs to support normal browser behaviour and you also need to log into Method using the "Mobile Sign-In" link on the Method log-in page.  I hope that this helps. Ronen

Hi cfupham, All tablets on the market work with Method so you can go with whichever tablet your Verizon carrier has in its supply. I hope that this helps. Ronen  

Hi fakie99, The software development kit is currently set-up to synch the First Name in the First Name field and Last Name in the Last Name field from Method to QuickBooks in the exact same order as it looks like in both the Method and QuickBooks applications.  If you look at the "CRM_NewCustomer from TemplateOnlineCRMBDesktop ...

Hi, I just signed up for Method and would like your opinion on which tablet will work best with Method, specifically for your Field Services?  The carrier is Verizon.  Many thanks, Colleen