Method Community

 Hi! We are looking at ServiceSideKick and Nimble, so far.  Research is time consuming and slow! Here are the basic things I have now and would require in any new system: Able to schedule multiple trucks/techs Email through the CRM Organizational chart capability Calendar alerts Print calendar schedules ...

Hi Donna Based on what you're asking, this sounds like something that method could do extremely, well.  Each franchise can be provided with a proven business system that includes things like management reports, a CRM that manges the sales process, automated billing, inventory & job cost controls, marketing system, social media ...

 Are there any franchise owners who use Method?  We all use QuickBooks in our businesses and we need a program that syncs with QBs.  Right now, I use GoldMine for our CRM, scheduling and email, but there is no syncronization with QuickBooks, so we have double entry and need to access QBs for any financial information about a ...

As some of you may have already noticed the way contacts are initially added in Method has changed. Previously, when a customer was added through Method or QuickBooks, Method would create two entries in the Contacts tables for that customer.  One for ‘Contact' and the other for ‘Alt Contact' from QuickBooks.  This ...

Hi CDS_Josh, Althought I'm not a developer, I do know that you won't be able to use Crystal Reports with Method even with using the API.  You can extract the data you want using the Method API and then use Crystal to create the reports.  However, you won't be able to make a direct connection to the Method database throught ...

Hi LaG, If this happening on a standard screen? If so what screen is it? If you edit that screen what is action 48?(based on the error I think its the Send Email action). Are you able to send any other emails through Method? -Michael

Hi Birch, This is pretty simple to accomplish.  You'll need to add RefNumber as a new field to your InvoiceLine table.  This new field will be a linked field that is linked via the Invoice table RecordID. Hope this helps. 

I am trying to create a grid that has the Item, Quantity, and Rate fields from the InvoiceLine table. The 4th field that I need to include in this grid is the RefNumber from the Invoice table. I have already created my grid based off of the InvoiceLine table that has the first 3 fields (this grid is detached because I am creating it on a screen ...

  Keep getting this error each time I try and schedule a follow up... any ideas?

Hi Tim - unfortunately we're not a custom dev shop, so we wouldn't be able to take the project on. One piece of advice, create your com add-in using something old school, like VB6, and have a separate .net app for your operating code.  Don't mess around with the .net wrapper or you'll find yourself wanting to jump off a cliff ...