Method Community

Greetings, In reports i am trying to summarize the same items.  Do i need to group this? Thanks, John M

My client has a two user QB license installed on two workstations as well as the server.  In order for the Method Sync engine to work, QB has to be logged in on the server, thus using one of the licenses.  Should the Method Engine be installed on the workstation instead?  Do you have any other suggestions to keep Method from ...

Hi Fred- Take a look at our webinars found HERE. They go over customization in Method as well as general use of the CRM. -Michael

 [quote user="Method_Michael"]After adding the new fields to the Table you will now need to add the new fields to your screens. You will have to make a copy of your customer screen and drag the newly created fields onto it.[/quote] That's new territory for this newbie.  I'll give it a try. Are there any ...

Fred- After adding the new fields to the Table you will now need to add the new fields to your screens. You will have to make a copy of your customer screen and drag the newly created fields onto it. -Michael

This is my first day using Method online. I need to add fields in the customer screen so I can import data from my old CRM via a CSV file. I went to "Customize" and added my new fields.  When I went to my Customer screen (clicked on Customers tab & selected customer) - my new fields are no where to be ...

Hi Shawn, If I understand correctly, you created tab-links and modified the roles that can access them. The part that confuses me is when you mention the portal. Are the vendors logging in as Method Users (licensed user) or are they logging in as a portal users (non-licensed visitors)? Method users are assigned to roles, in other words, the ...

Hi Ian, The filter safeguards were built into the action from our end as a way to provide users with readily available features. You won’t be able to change this built in feature to accommodate your desired number of 3. What you can do...you can achieve the same kind of safeguard by building the logic yourself. I imagine you could change ...

Hi Navitha, I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App. If you edit the PurchaseOrder table from Customize>>>Tables / Fields you can dig in and explore the exisiting fields. Here you will see a field called 'IsFullyReceived' ...

Created a tab under the Opportunities Tab.  I also created a role just for that vendor.  I have a portal for that vendor that I assigned to the Opportunities tab.  Then I edited the roles for all the other tabs under opportunities and UNCHECKED their roles so they would only see the one tab under opportunities i created for them. ...