Method Community

I've been designing web applications and supporting CRM systems for 13 years and I can tell that you're not listening, only defending.  Here you have a customer telling you that it makes no sense to our users.  You don't defend at that point, you listen.  Not one of our users would think to click "advanced ...

  Hey there, Maybe I should clarify a bit.  When I look at the Work Orders List, the columns I am able to choose from to display on that screen does not show me the customer address or anything that will allow me to group them together in order to select the desired propertes based on a criteria.  I can see the Route column, but ...

[quote user="pdirect"]Forcing users to go through an unusual method of doing something never works as far as adoption.  Most users would never think to go to "advanced search" to create a new lead.  There is no logic in that.[/quote] We always value feedback.  No doubt about it.  That's how our product ...

John, that is entirely unlikely that most people will close 100% of their leads.  My point is consistency.  The Outlook integration piece has this box checked, but the Method web interface has it unchecked.  And besides, if it's so easy to customize John, then you could customize it to be unchecked.  The problem with ...

I have had this issue but with a estimate or work order that it would not show up.  Turns out that i forgot to "update" the itmes or forgot to save the whole work order.  I have gotten into the habit of saving or updating all the time. JM

Tammy, I make our route lists up by selecting the desired properties for the week and print it out. Then I give that to the person doing the work and say, this is good for one week. I do think there is a addon here somewhere that will map out the properties in the correct order so there is no over lapping going on.  I am not sure about it ...

Heres the problem, I perfer that the check box be unchecked. This is becasue I am closing in 100% of my sales.  The great thing about this program is you can simply make a change to your liking. JM

Hi there, I am wondering if anyone can help me determine how the  Routing works in the system.  We are wanting to sort our  Route List for a specific date range by the customer's address as the services we provide on a daily and weekly basis are done by street and also in a specific address order on that street. If anyone can ...

QuickBooks doesn't even have a lead status only option, so that doesn't make sense.  And besides, you automatically check this box in your Outlook Integration tool, so why not be consisten in your own application?  I showed the Outlook tool to our reps today and they thought it was wonderful that the integration tool ...

It does not show up when I click the "Go To" link on the item list page.  These products were created in QuickBooks.  We never create products in Method.  I could send you a screenshot if needed.