Method Community

FYI - Check out our Customization webinars, you'll need to download the GoToMeeting codec which is compatible with the Windows operating system. In particular the Getting started with Tables and Fields webinar will probably be the best one to watch first.

Hi im not sure if its just me but the quality sometimes isnt great on the webinar videos, just a bit muffled but im watching number 3 and its a bit "staticy", im enjoying the videos other wise, not a moan but hopefully constructive critism :) keep the vids coming thanks.

Hi Daisy, and welcome to the Forums! Some initial thoughts: if your Sales Reps are working throughout different transaction screens (Estimates,SalesOrders,Invoices...) these changes will need to be added to each and everyone of those screen they enter their orders into. For this example let's use the Estimate screen, (these Actions will be ...

IrieAlex You're right with regard to the learning curve and getting the hang of it.  The best way to learn is to wade through the webinars. The webinar links are here:  http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

 Hello Ian, Thanks for getting back to me. Based on what you describe, it appears as though the customer portal would be a good solution for you. You can customize it so your customers can view their Sales Order. Perhaps add a text field and a check box to the portal where they check if they agree with what's on the Sales Order. You ...

 Hi Cindy, The report designer allows you to pull information matching a certain criteria and view it in multiple formats. You cannot use the report designer to input data into Method, such as entering activities or creating new contacts; you can only pull information from Method. In your case, it seems as though you would like to ...

As a small business, you need easy-to-use software that is also enjoyable to work in every day. As such, it’s our pleasure to announce the release of a new, updated user interface (UI) for Method on Thursday, December 3rd! What is it? Method’s updated UI features simpler, more intuitive design and navigation that allows you and ...

Hi Beth, We don't have a webinar specified to customizing the Home Dashboard but here's a blog post which will certainly help you out. You can find the names of the specific charts by making a copy of the CRM_Home Dashboard screen then editing it, then edit each Report Object and check which report is selected. For example, ...

When I check the box for reminders as shown in the webinar I get the previous error messege.  The box dose not expand as shown in the webinar.  I have enabled Method Support I would appreciate any help you can provide me.

Hi pfr, The instructions on how to do that can be found at this webinar: Introduction to Actions - Level 2 http://www.methodintegration.com/resources/webinars/2009-08-12CommunityWebinar5_IntroductiontoActions_Level2.wmv I hope that helps. Ronen