Method Community

Hello Ian, Yes, it is possible to send emails to the customers with the attached Sales Order PDF file. A tip for you; add a button to your Sales Order screen and you would want to ensure you save the sales order, then generate the report, after which you send the email. ;) Hope this helps.

A user submitted the following question: I followed the Webinar instructions on setting up serial number tracking.  I have verified that the "is serial number tracking required?" box is checked against the item however, I am still not able to populate the serial number field within the bin.  I noticed that when I open ...

Hey Beth, We currently do not support any technical troubleshooting on Citrix/Terminal Servers. Method will work on these systems, but does require a lot of configuration that we cannot provide. The only Citrix and Terminal Server systems that we do supported are InsynQ and Right Networks.  Hope this helps!

 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 ...