Method Community

l.fischer - Are you setting a value for the Entity field in the Contact table?  As long as you do this, it should show up for that customer. Are you using the API for this, or the Import/Export tool? I just tried it with Import / Export and was able to import from the clipboard a contact for Natalie Chapman (not sure how the copy and paste ...

 Paul, I am trying to add multiple contacts to a single customer.  Can you please be more specific on how to link the new contacts to existing customers?  I successfully imported a contact, but it is not linked to the customer. 

Denis - this is on the "Call Center Dashboard" screen under the My Activities section. Selwyn.

 Hi Brandon and Selwyn, We tried replicating the "go to" issue you mention, however after trying it on several machines can observe no errors. Could you kindly point us to the direction of the error that you are encountering. Based on the above, we assume you are talking about the Customer Center -> Customer List -> Existing ...

You were correct.  I have not added any opportunities as of yet.    I added an opportunity and it worked correctly as you suggested.  Thanks!

Hi Brandon, Also, just to address your first question, the way Method handles "customer name" and "company name" is identical to the way it is handled in Quickbooks. A customer name can essentially be anything you like, either an actual name (First name, Last name) or a company name, either is acceptable. If you try to enter ...

This might be better served as a bug report. When generating PDF's for estimates, PO's, invoices, the data fields such as item price, telephone number, etc. appear with white text when viewed in Google Docs preview and Apple's PDF viewer. While it may be the PDF viewer that is at fault, it would be nice to know that my ...

Brandon - I'm a certified Method consultant and Solution Provider and provide an extensive amount of method support and customization services for clients.  Let me know if I can help in any way in the future.  To answer your questions; a. I was able to replicate this on the standard Method screen.  The Method engineers will ...

Hello Michael, I believe I know the reason why you are receiving this error, but to make sure, can you tell me if you ever added opportunities in Method up to now? If not, this might be a reason why you are receiving this error. As a temporary workaround, before we fix this bug this is what you can do: Go to main method website Click Sales ...

 Hi, I'm posting this on behalf of Brandon Smith.  Thanks. ***************************************************************************  - How does customer name differ from company name when we don’t use people’s names as customers? -          I noticed a few ...