Method Community

pdirect- If you haven't yet uninstalled the old CRM screens as a temp solution add the Customer List screen to the Customer tab.

 We need to get date like MM-DD-YYYY format not like MM-DD-YYYY 12.00 AM. Please advice us. Thanks and Regards Ramesh  

We REALLY need this functionality and may have to switch to the old setup to get it!  It is how our reps would create lists of customers they needed to visit in a particular city. It's also how we searched by various other fields to find certain customers or groups of customers.  For example, we classify our customers as Gold, ...

hi pdirect, Danny answered this here in the comments but to make things easier his comment is below. [quote user="Method_Danny"] @pdirect - in terms of the "Advanced Search", it is still there but only when you add a new Activity.  It is located in the (...) next to the Contact dropdown list.  We've ...

t.trudeau, Those fields are used for tracking purposes and are currently not in any reports. I will add this as a suggestion! -Michael

Michael, I am hearing rumour that our development team will soon have a fix within our test environment. I will update you when I know more and of course when this becomes live. Thanks.

Where is advanced search in the new upgrade?  We're lost without it! 

I have been playing around with the CRM portion of Method and have come across the Planning & Analysis tab under Campaigns. The fields, "Expected Revenue", "Budgeted Cost", and "Actual Cost" do not appear to have any effect on my Analysis. Is there some other reporting feature that utilizes this information, ...

 Michael – I will try to get a status update today. As mentioned earlier I don’t believe this is something specific to actions in the Pro Services app and therefore we need to have the development team look into this. If you must create an invoice, I you can still go to QB and convert the Sales Order to an Invoice from as ...

Hi Val, Any updates on this?  Am I the only Method user that invoices fractions (1/2, 1/4) of hours? Thanks! Michael