Method Community

Hi Ramesh, You can use the Method Import / Export Tool to import your leads into your customer list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.  -MIchael

I have already customized my estimate screen, and would like to be able to use that on both the computer, but also use it in "optimize for mobile device" but when I do that, it takes it away from letting me use it on the computer.  Is there a way to copy an already cutomized screen to leave on as the computer settings and one is ...

 Hi, I am new to this MethodIntegration. Can you please let me know how can I create leads form in Method. I have leads data (in the form of excel data) which is downloaded from netsuite. Thanks in advance. Ramesh  

Hi, If you log onto this users account on your computer does the same thing happen? Does this happen across multiple browsers? Has this always been happening or did this just start? -Michael

This came in from one of our users ________________________   Below is a screen shot of the login page for one of our employees. He has Field Service Operation rights as you can see there are no tabs that are visible under Field Service Center. xxxxxx is the only user that I am aware of that is having this problem.   Any reason ...

Hi Karen, You can find it here http://pencil.evolus.vn/en-US/Home.aspx. -Michael

Can someone tell me where I can find the pencil sketching tool for sketching a new project?  Thanks! Karen

Hey Val, Having the QB account open and synced seems to be a part of the issue. I had a few that were not showing as fully invoiced until I opened QB, then they were. I just closed QB and created a new budget and now it is not showing as fully invoiced, though the others still are. Hope that helps you duplicate the issue.

 Matt, I have not been able to replicate this yet. Let me do some more testing before I get back to you.

On the Budgets/contracts screen (original), all the budgets/contracts are showing as fully invoiced whether they have been fully invoiced or not. Occasionaly, right after I enter a time tracking event a budget will show as not fully invoiced, but as soon as I select another budget it goes back to fully invoiced. I'm not sure if it is because ...