Method Community

Hi Kelly, It’s great to see you’re exploring other areas of our Method CRM. View CRM Movie #2 on the Call Center. Any activities entered through the Case Description / Add Activity section serves as a log of communications between you and the Customer for which this Case was created. As the Method user, any activity entered from this ...

Hi Dave - Sorry, I didn't see this forum post. There are no existing cookie-cutter modules for CMS.  I am not aware of any integrations with Joomla, DNN, etc.    But we do have a very rich and easy to use API that allows you to view, add and edit QuickBooks and Method data with simple webservice calls. This ...

 Hello Mike, I was able to replicate what you are experiencing. I'll look into this and get back to you.

 I see there's been no reply for over a week - that means I'm either woefully off mark, or something else. Anyone set me straight here?

Hey Mike, After reading over your post, I think I know where you went wrong. The section you are filling out is located under "Customize -> My Account", this section is used for Authentication. This is the email server information it will use to send the email, this is assigned for the account, not per user. When you create users, ...

 Hello Hamons, SimpleInvoice is the name we had given to the invoice report when we created it. If you would like to change the name then you can copy the SimpleInvoice Report using the Method Report Designer, rename it to whatever you like for instance just Invoice. Then you would want to edit the Print Preview button so that it points to ...

Hi Diluk, The price for the Xora connector is $20 /month for the first user. You can add an unlimited number of additional users at a cost of $3 /month per user. Pricing is per Method user, not per Xora user. There is no cost for setting up Groups and Roles within Method and you can create them as needed. Hope this helps,

 When I go into CRM Call Center and click on cases to I start to fill out a new case, edit the case, enter the case description, etc; I find that all of the dates and times default to the time and date that I am entering the information.   It won't allow me to change that time, if I click on the field it just continues to ...

Hey Mike, When you select an email and click "Add to Method" what happens?  Are you able to search for a customer or do you receive any sort of error message.   I've seen this actually happen once before when someones password started with a "$" sign at the very beginning.  It's a known issue that I ...

 When I double click into an entry on the calendar on the Professional Services Dashboard.  There are blanks in the "edit activity" screen that I need to fill out: Item Item Description Due Date Start Due Date End I am assuming that once this is  populated, this information will go into ...