Method Community

MisterBill- Right now you can attach files to Opportunities under the Document tab section. We do plan on changing how documents and attachments are organized in Method in the near future but I can't give you date on when exactly. Where are you trying to attach an image? To a customer? To an invoice? -Michael

I don't see anything like that. Any other suggestions?

 I am not able to install the Method Field Services, when I click the get app button nothing happens I already have Method Scheduling & Invoicing for QB Online, and I am still in the demo phase, is this an issue.

Hi there, Do you mind if I ask what exactly you find slow? The typical day-to-day use of Method CRM (using our original screens) should be fairly quick. It’s important to identify what you’re doing since there are times when this could definitely be a factor in speed. For example, if you are doing heavy customizations, publishing ...

I checked and this box was not checked on my test invoices.  Once it was checked it did create the invoices.  Then I got the idea to automate the check box.  It also gave me a choice to delete the check box.  So I deleted the check box.  That initally appeared to be a good idea because now the new boxes are checked and the ...

Hi Michael, regarding this, I am in the process of setting this up since we will be using the payment portal through method. bsouthwell has a valid question, I am experiencing the same thing. Danny said in the "how to" blog to turn on the shopping cart feature in merchant services. Well, there is no choice for "shopping ...

I'm bringing this thread back to life, because my questions are essentially identical.   I've already discovered the ability to upload documents to Cases. The thing is, I can only seem to find it in the Case tab. And when I go into customization, I can't find the appropriate table/screen that controls uploaded files. Where can ...

Vlocke- For the Job Items within the work order is "On Invoice?" checked? -Michael

lvharris- To be a bit more specific, you will need to customize the CRM_Home Dashboard screen. On that screen you should see objects that have a piece of paper as their icon, if you edit those objects and go to step 2, you will see an AssignedTo filter, delete it. -Michael

Shelley- Check the OnScreenLoad event actions for that screen, maybe it is using the Set View Filter action to set the filter view when the screen loads. -Michael