Method Community

On Wednesday, September 16 @ 1:00pm EST, join Amanada Mahadeo who will be covering Customer Portals.  She will discuss how to use and setup Portals and how to help your company make the most out of using this convenient and cost effective medium.   So how do you join and participate in the webinar?  Simply follow the directions ...

Hey Phillip, We took a bit of time to get to the bottom of this one, but yes I can confirm this can be done in method. To do it just like QuickBooks, it is a very advanced screen, and we are working on getting it created for our users as soon as we can.  Once we have that, we can send you a copy of it to work from.  We hope to have ...

 Hi Joe, I got some feedback and this was actually designed this way.  However, based on your suggestion we are looking into saving the data once the checkbox is checked/unchecked.  This update most likely will be ready next week.

 Hi Michele, After further investigation and research in Microsoft's knowledge base, we found that in some situations a service pack needs to be installed on computers with Outlook 2003, it seems to be a common issue. Try this and let me know if it works: 1. Download ...

 Hi Ryan, In that case you'll need to add Work Order as an Activity Type. To do this you can go to Customer Center > Customer List > Activities, Select a customer from the grid then add a new activity, you would then be able to add a new Activity Type - Work Order by clicking on the 3 dots next to the Type* field. Once this is ...

 Hi Ryan, Thanks for the additional info.  The reason we made the Activity Type field hidden was to prevent users from changing the default value "work order" to anything else.  In your case, I see that you have changed the field to un-hidden and the value to "Plumbing/Gas Work" and this is the reason why it is ...

Good afternoon, This is the 4th installment in a series of 6 Method CRM movies, so if you haven’t been tuning into the movies so far and would like to watch them in order, view the Sales Center, Call Center and List Builder movies before proceeding on.    Movie #4 – Customer Portal The Method customer portal is a ...

 Hi Marcus, Joe is right, it has been brought to our attention and the developers are looking into it. I'll keep you posted when we push out the fix. Joe thanks for stepping in and updating a fellow user :) We like to see everyone in the Method Community helping each other, thumbs  up!

 Hi Michele, At this point it can be either outlook itself or the toolbars that are preventing you from seeing the Method CRM Add On.  You can try un-installing and re-installing outlook to see if that works. Another option is to maybe try googling how to resolve toolbar conflicts and see if that provides you a solution that ...

 Hello Ryan, You have 2 options here. The first one if you haven't done much customization to the "FieldService_AddEditWorkOrder" screen and don't mind losing the changes then try copying the screen from the account and you can then select Replace links to an existing screen in step 3 of the Copy Screen Wizard. Your ...