Method Community

pdirect - I've been using Method for the last 1 1/2 months so I might not be as experienced as you are but I know what I was looking for was a simple CRM that all my staff could use that worked well with QuickBooks.  Based on what you wrote, all of the screens don't assign permissions by employee and I knew that from day one from ...

I'm growing weary of hearing that I can customize method to however I like it.  There are 4 main problems with this approach. 1) It takes a lot of time.  I didn't go with Method so I can spend all my time customizing it.  A little customization is ok, but when I'm constantly hearing that I need to customize it . . ...

Wowzers, back in the DOS days I use to program well but now, looks like my skills are REALLY rusty.  I looked for help here but could not find anything related to printing of grids. I have a grid that is off the ActivityJobItem table. I set up my date range and what county the pesicide products were used. This gets me the data for the month ...

Pdirect, Right now drop downs that reference the EmailTemplate table aren't filtered by user but you can change the filters if you customize the screen. You should also be able to assign multiple reps to a email template through customization. The beauty of Method is that if you don't like the way something works you can change it to make ...

Pdirect, It looks like the report is still generated for the person it was assigned to and is only reverting to the Admin user once you edit an existing scheduled report. I am creating a ticket for this. -Michael 

Pdirect, If you go click the Method Setup button in Outlook and go to the Appointment Details tab what do you have selected for the Body Format? If there is nothing selected that may be the cause of the issue. -Michael 

What good is it if it works for you but not for me an any computer with any version of outlook?  I just tried it again and again, no method tags.  I followed your simple instructions flawlessly ... but still don't see the method tags.  

pdirect, I am looking into this, in the mean time if you click Update it should add additional lines items if the current line items are used. -Michael 

I have assigned certain email templates to certain users.  But each user sees and can use all the email templates assigned to other users.  So what is the point of assigning users to a particular email template?  It would make more sense if this could be customized so that a user ONLY sees email templates assigned ...

pdirect, I went through the exact steps laid out in the webinar and it worked for me. I right-clicked on an appointment slot in Outlook and clicked New Appointment and then clicked Add to Method. I filled out the information in the window that came up and clicked Add to Method.  You should see the Method tags added in real time. I am using ...