Method Community

Hi swm023, Sorry for the misunderstanding. Here are the steps to add the opportunity stage categories more efficiently then with the Import/Export tool: Go to Customize>Screens. In the "Enter a screen name" field type in a screen name. Click the Continue link. In step 3, select the table OpportunityStageCategory. In step 4, ...

Hi Jeet, Currently, when you first load the My Calendar screen in field services, by default you will only be shown the calendar activities for the users that are signed in to Method and not the other active users in Method. You can thought click on the Change link beside the Assigned To label to select the other active users in Method and ...

Hi smohyee, I want to make sure that the sales order screen works for you properly as it did before. Can you please e-mail me your company account information at r.gaisiner@methodintegration.com and enable the MethodSupport user for me and I will be more then happy to troubleshoot the issue.  Ronen

I am looking for the quickest and easiest way to create a web-to-lead form for applicants and employees. We want to put our employee application on our site as a form with the submitted info going right into Method as an Applicant (Lead) so that we can use it to track that progress just like it is done with leads and customers. Can we get some ...

 We have created a work flow for our account managers where they create an opportunity, but do not fill in an amount.  On the opportunity screen we have added a 'Save & Create Estimate' button, which takes them to the Estimate screen and fills in fields based on the opportunity.  When the account manager saves the ...

Ronen I think you misunderstood me, I know how to make sure a user is active.  What I wanted to know how to make my calendar displays by defualt only active users.  In other words when I look at the calendar now it defualts to the user logged in.  I wanted to find out how I cal have all active users selected for assigned to field ...

Ronen, Thanks for the data and i got it to work.  The discriptions of whats wong really helps.   Thanks! John M

Hi Katie G,  Within the "New Opportunity" screen, the amount for the opportunity will always stay the same unless the user decides to make the amount of the opportunity lower then the original amount. This amount is the value that you will place towards the potential sale opportunity. The Probability % is the only relational ...

Hi viret56,  Can you be more specific in what you are trying to achieve by these actions? What type of screens are you trying to relate to each other? Ronen

it doesn't sound like we are talking about the same thing.  i have already created all the opportunity stages i wants using the "..." button.  they are all there and i am using them. on the opportunities list screen in the top left it says "custom filter by view" with a drop down next to it.  i'm having ...