Method Community

 Hello Rick, I used the Method Import/Export tool which can be found by going to Customize > Integration Tools > Go to Import/Export. I created a CSV file and added the 'Name' and 'IsLeadStatusOnly' fields to the Customer table. I entered the name of the Leads under the 'Name' field and 'True' as the ...

Hi Amanda, Thanks for answer, this solution sounds great for me, just one more question , is it possible to customsize the sales order screen and add a button to sent email and automatcally attached  sales order pdf file then sent  to the customer??

 Hey Kevin, I wanted to point out that phone calls and emails are both considered “Activities” in Method. However, they can be assigned an “Activity Type”. Examples: “Phone Call Incoming”, “Email Sent”. Let me know if you want to search for the last date based on activity type, or if you ...

 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 ...

 I would like to see a webinar about the mapping portion of QXO. Catagory:  Customization Topic:  Optimize route and route list Scenario:  I click on mapping and optimize my customer route. Now I go to my route list under work order list and print my route list.  How do I get the route list printed there to print the ...

 Thanks Cindy, keep me posted.

Hello Rick, It is not possible to add an additional field dropdown for the grid filter. However, you have 2 alternatives available to you. The 1st option is to enable editing within the grid. Provided the field is a dropdown, the users can click on the down arrow next to the field and see the dropdown list. Keep in mind, by making the ...

Hi Amanda, I have watched the webinars multiple times, but I'm going to watch it again to see if I can resolve before I answer your questions.  I'll get back to you.  Thanks!

 Hi Cindy, Just want to add, if you are looking to add all activities then please take a look at webinar 8: Introduction to Designing Reports Level 1. There is an example how how to show all activities, this might help you figure out what is missing. To view the webinar, use the following link: ...

 Hi Cindy, Thanks for clarifying, that helped me to better understand what you are trying to do. Can you let me know if you want to see all activities per customer or would you just like to see activities for a certain week or by a specific status such as not started or completed? Based on your last post it appears as though your ...