Method Community

Method Field Services updates Fix - The Field Service Dashboard screen had links to CRM activities, cases and opportunities.  These were pointing to the old version of Method CRM, so they were dead links for new users and users who recently upgraded.  A check is now done to see if you are using the new CRM 2.0, and if so, it ...

Greetings, In field services, the mapping feature is not working. I get 5 messages all saying missing object, using IE8 John M

No, the client/prospect is only interested in the CRM.

Hi Deb, What's the reason for deleting the future work orders? It may be a better idea to just cancel the series which will cancel the remaining untouched work orders. You can also regenerate the dates for the series to a smaller or update date range. -Michael

Innovative, Our records show that you are a QXpress Online user. You should post your questions HERE on the QXO forum or call 1-888-797-7377 -Michael

JamesQ, The screen you want to edit is CRM_EditOpportunity (The CRM_OpportunitesList is the screen that lists all the opportunities), to edit a screen you need to make a copy of it first, when making a copy you will have the option to point existing screen to the copied screen you are creating (Which in your case is probably the best ...

all of a sudden as of a few hours ago we cannot find customers in our database they are in quickbooks but not in method something has changed, we have not customized anything in months   customers we cannot find  clarence meredith, don mcmenamin, betty phillips, roger ralston, lawrence reed, richard skinner   i have enabled ...

What is the name of the Opportunities screen that I need to edit?  I see "CRM_OpportunitiesList" - is that it?  Regardless, I cannot edit the screen because I only have Copy and View options for these screen: From MethodCRM

JamesQ, Once the fields are added to the Table you should be able to customize the Opportunity screen and drag the fields onto the screen from the panel on the left. Did you get as far as customizing the screen? If you did but you do not see the added fields you may still be using the old screen. -Michael

For any Opportunity that I create, I designate an ID, a Formal name, and a nickname. I can put the Formal name in the existing Name field on the Opportunites table.  I want to create a field to capture the ID and the nickname.  I know how to edit the table and add the fields, but I cannot figure out how to get them to show on the ...