Method Community

it just happened again!!! i updated an email address for one of my contacts and she has disaapeared from the company.  she has now appeared under the company i was previously working with (the company that was left "open" in the edit screen)! this time i was able to delete her. but now i have to go back and re-add her to the ...

Hi smohyee,  The reason that this is happening is because the Go To... link in the in the Customer List screen is pointing to the Edit Customer tab link within the Customers tab. The reason that you are getting this error message is because you don`t have the Customer tab in your tab group.  My best recommendation is for you to ...

Hi swm023, Can you please let me know if you are still experiencing those error messages.  Ronen

i updated one of my contacts, clicked save and close, and then it disappeared.  i searched EVERYWHERE and couldn't find her. i thought i must be losing my mind. i re-entered the contact later i was updating another contact, clicked save and close, that contact and company disappeared to.  the company is nowhere to be found in ...

Hi cpitts, You can certainly do that from the Sales Order screen in the new Method CRM. The functionality of the majority of the screens still remain the same with the additions of some new features.  I hope that this helps.  Ronen

Switching to the new Method CRM, will I still have the ability to take a Sales Order to an Invoice with that "create invoice" action?

Hi MisterBill,  In the Dashboard tab link under the Field Service Center tab, there is a link under the Settings section called Settings & Preferences.  When you click on Settings & Preferences, you want to click on the Mapping tab. Once you are in that section, you have three options: Include first address line ...

This is on a custom screen named CRM_LeadList(2)

Hi Loewen,  I need to first find out of this is happening on an original Method screen or a customized screen. To find that information, can you please hover your mouse pointer over the Leads and Contacts List tab link and let me know what information appears in the pop-up rectangle information box that appears on the right hand side of the ...

(Note: I've been struggling with hosting my images and getting them to show properly. Life would be easier if you guys would support image hosting on your forums!)   I've created a tab group called "Lists", with the following screens included:   If I select a customer from the "Customer List" screen, ...