Method Community

Hey Beth, We currently do not support any technical troubleshooting on Citrix/Terminal Servers. Method will work on these systems, but does require a lot of configuration that we cannot provide. The only Citrix and Terminal Server systems that we do supported are InsynQ and Right Networks.  Hope this helps!

 Hello Rick, I used the Method Import/Export tool which can be found by going to Customize > Integration Tools > Go to Import/Export. I created a CSV file and added the 'Name' and 'IsLeadStatusOnly' fields to the Customer table. I entered the name of the Leads under the 'Name' field and 'True' as the ...

 Hey Kevin, I wanted to point out that phone calls and emails are both considered “Activities” in Method. However, they can be assigned an “Activity Type”. Examples: “Phone Call Incoming”, “Email Sent”. Let me know if you want to search for the last date based on activity type, or if you ...

 Hello Ian, Thanks for getting back to me. Based on what you describe, it appears as though the customer portal would be a good solution for you. You can customize it so your customers can view their Sales Order. Perhaps add a text field and a check box to the portal where they check if they agree with what's on the Sales Order. You ...

 Thanks Cindy, keep me posted.

Hello Rick, It is not possible to add an additional field dropdown for the grid filter. However, you have 2 alternatives available to you. The 1st option is to enable editing within the grid. Provided the field is a dropdown, the users can click on the down arrow next to the field and see the dropdown list. Keep in mind, by making the ...

 Hi Cindy, Just want to add, if you are looking to add all activities then please take a look at webinar 8: Introduction to Designing Reports Level 1. There is an example how how to show all activities, this might help you figure out what is missing. To view the webinar, use the following link: ...

 Hi Cindy, Thanks for clarifying, that helped me to better understand what you are trying to do. Can you let me know if you want to see all activities per customer or would you just like to see activities for a certain week or by a specific status such as not started or completed? Based on your last post it appears as though your ...

 Hey Cindy, If you enter the filter correctly on the grid, you shouldn't need any statements. If you want more help on this I will need you to write out what your filter options are set to. This will help me see if you have a filter setup correctly.  

 Hi Seny, In order to help you understand this better, I have to give you a little technical explanation. The way Method works is that there is a main Default.aspx page, and then all the screens are “frames” inside the Default page. You can tell a page is secure by hovering your mouse over the tab link.  This shows that it ...