Method Community

[quote user="Anonymous"] Essentially what you have to do is first create a drop down in a customized screen based on the "Estimate" screen, that pulls values from the ReportMethod (list of reports) table with a filter that only shows those values with the word "estimate" in it. Lastly you would create a ...

<quote>Hello, You can change the default Filter/View for any Grid object on screen. > Customize the List screen and click on the Grid object. > To the right click on Filters & Views > Click on Grid Views > + Add another view Set it as default and you can set the Sorting there Asc/Desc ...

I was working on customizing some reports last week and saved them.  When I launch Report designer today and try to sign in to look at the reports and continue editing I keep getting the message "Failed to Open a List of Reports from Server.  Reason given was: The Login <My Email Address> Was not Detected."  I know ...

Hi Drew, The Gadget is intended to extend the capabilities of Method, but not fully replace the CRM. Typically users would get the follow-up notification in their email, navigate to the activity in Method and send the follow-up email from there. I can see from your post that this isn't feasible for you, ...

I'm looking for any easy way to automate sending out emails to customers. For instance, once we process a new customer I'd like an email to automatically go out to welcome them. After 30 days, it would be nice if another automated email could go out to touch base with them and see how they are liking the service. I can think of a number of ...

I have a dummy contact that I need to delete (or at least delete the email associated with it). When I try to delete the email address using the stock CRM_CustomerList screen, I get a notice that says "FullName is a required field and is currently blank". When I try to delete it entirely I get a message that this is ...

Nice new look! I love the plug-in but have run up against a situation I can't resolve. One of our customers (who is the main contact of the company in Method) sent me four seperate emails one for each of his employees. Attached to each email was the contacts Outlook Contact VCF file (Business Card). How do I import or add these vcf files to ...

I created a button.  In the button action sequence I generate a report and an action result from the report. I then have two 'Insert Into Table' actions after that. One to create a Document Library record. The other to create a Document Library Link record. It all works just fine AS LONG AS I don't use the action result ...

Hi, We are currently evaluating Method:CRM as a simple way to create a customer portal so customers can see their orders. I tested some basic functions without connecting it to Quickbooks, including the portal. Registering for it etc. all worked smoothly. So I deleted my test customer to have a clean table and connected Method:CRM to ...

Spoke with Wayne on live chat about this but I wanted to put what im attempting out on the forums to see if anyone had any ideas of how to pull this off if Method can not. Would infusion soft work for this? I have a screen that is set up to send out shipping notifications via email to clients once their items have shipped. This notification ...