Method Community

Morning, Lets say we have a work order that is 500.00. Its a three day project. So I make up three days worth of workorders for this project.  On the field services dash board there is a chart that tells you how much money is comming in for the day. Method is taking those project work orders and saying "monday your brining in 500.00 and ...

But your argument of logic is based on the developer's perspective, not the user's.  Imagine yourself a brand new user to Method.  You know absolutely nothing about it.  You are an outside sales rep who calls on a print shop you've never called on before.  So now, you want to create a lead.  Without any ...

pdirect, So to confirm in the grid with the GoTo link the On Hand quantity is displayed but when you click GoTo the popup screen that is brought up doesn`t show the On Hand quantity under the Inventory Information tab. Can you send a screenshot to m.melo@methodintegration.com -Michael 

I know you might not think I am listening but I am.    This is the reason I took the time to write back to you.  I'm not really sure what I can do to convience you otherwise other than assure you again that we do take feedback seriously.  You mentioned in your previous post that we had no "logic" in the way ...

Can I delete the "contact us" link from the customer sign in portal? The link appears under the login and password fields. On my website the Iframe that I am using is too small for the form to fit. So I would like to customize the look of the sign in screen or the form.   Thanks, Matt  http://www.800lawncare.com  

Is there general step by step documentation for setting up a custom form?    

I downloaded the Field Service Center add on and I think I selected a wrong option. It didn't automatically place a field service tab in view by the admin. How do I correct this so that the admin can see all available tabs?  

Is there a way to customize the print out for the estimate?

Paul,    I was wondering if the big update you mentioned has been rolled out yet? this would allow me to set up and customize pay now screens for customers to view through the portal.   thanks,

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 ...