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Hello, and welcome to this week’s Method blog! My name is Errol and today I want to tell you about my next video series: Customers! Look! I'm pensive! You know what was difficult? Explaining Contacts. Jason tells me that this is a common question: what is the difference between Customers and Contacts? I explained this in the ...

Errol and Alex out in nature... not a common sight. Alex: Greetings and salutations, friends and correspondents! Errol: I normally start off with “Hello and Welcome to the Method Integration Blog Post!” Alex: But we’re doing it together. Errol: Then why do you get to start? I’m the starterer of these things! Alex: ...

Hello, and welcome to another Method Integration Blog post written by your friendly neighborhood Errol! There are a lot of things I want to talk about, mostly geared towards the videos I’m making, but first I shall show you a picture of me with Phuong and Jason because you may be thinking all I ever do is take pictures of myself with ...

Hello and welcome to Method CRM’s weekly blog post. My name is Errol and today, I will talk about our user tutorial videos. Of course, I always talk about the tutorial videos. And you know what? That intro line is now seared into my brain. I think I’ve said that line so many times that it just comes out naturally when I am greeting ...

Now you know all my recording secrets... Allo! Errol here again with my second blog post to let you know how you can Do More with Method CRM! I am excited because I get to blog on a monthly basis, and if you can tell from my videos, if there’s anything I like to do, it’s talk. Thing is, it’s almost strange for me to write a ...

Allo! A lot of customers told us they’d love it if we offered additional info on how to get the most out of Method CRM, including more Video Tutorials! So we listened and I’m here!   My name is Errol. Maybe you’ve heard my voice already if you’ve called in to Method or caught a few of our newest videos in ...

[quote user="Marcelo11756"]Is it one action per field? For example Employee/vendor1 will have one action and then I will do the same for the others?[/quote] Hi Marcelo, Yes, it is one action per Employee/Vendor.

Hello Marcelo, "Select Team" was my customized Drop Down Object that I made to display and select my team names. You would have to replace that with your customized Drop Down Object you made.

Hi Heather, That's great! To populate the employee vendor field, you will need to use one action but for each field (Employee1, Employee2, Employ3... etc.) and these actions will be on the Event: 'Text Change' The action you will need is the "Retrieve Value From Table" action. You can set it up for each employee ...

Hello Heather, Yes, it makes sense. Unfortunately, from the stock screen provided, there is no way to select another team if one person is the lead of more than one team. However, this can be customized. One could create a copy of the AddEditWorkOrder screen and in the "Time In/Time Out" section you could add a drop down ...