Method Community

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 ...

Hello ElginMaid! I'm assuming you're using the Field Service Operations. In order to get the default teams set up you have to do things in a particular order. You probably did this but make sure that you "Edit Team Member Defaults"    - You can find this in Time In/ Time out tab when you edit a ...

Hello jdibona, I'm so sorry for the late reply. I wanted to test some things out first. Unfortunately, what you are asking doesn't currently exist in the stock screens of MethodCRM. Furthermore, Tags at this point are associated with contacts (Help Center: Tags). You can implement tags with other tables, however that ...

Hello TomF, Ok, within your company's Quickbooks File, you create a number of jobs under the same customer. This transfers to Method CRM as Customer:Job, which are separate entities. Now you want to do potential jobs and thus wish to use Leads. But the contact field does not get updated when you choose a parent Customer. And ...

Hello TomF, I just want to clarify a few things first. Within the Method CRM, you have a Lead, and under "Additional Info" you have placed a parental customer under "Job of Customer". This is the part that I'm not too sure of: [quote user="TomF"]This flows into the "Customer:Job" section when ...