Method Community

Hi Fran, Once you drag the Pivot Grid object onto the report, select it and click the arrow in the top right to edit the properties. Be sure you have the proper table selected for Data Member. You should also notice two links to ‘Add Field to Area’ and another to ‘Run Designer…’ where you can start to modify the ...

Attempted to enter new phase under projects and couldnot save because 'contract amount' not filled out. There was no contract amount on the New phase page.. Fran

the professional services calendar....shows an appt differently than the Call center calandar....I had an appt that listed Gary as appointee and in Prof Services it listed PCS..... Fran  

Been playing with Outlook plug in today...I actually use Google Apps for my main email, but have it sync'd to Outlook. It works great.  This is way cool....thanks,

 Hey Fran, We do have the ability to upload files to your Method Account. Currently the Opportunities screen is the only one that has this feature on it. If you don’t want to use this screen, you can customize an existing screen to include this, or create your own screen. In order to get this feature you need to make sure the table ...

I want to use Method as my client portal for work I have done with them.  The only thing I see lacking is abilty to save attachments for point to where file pertinent to client have been saved... Is there a tool for this  or can I set up a link to my ShareFile folder?  Fran

I want to set up a pivot report within Method and just need some help as to where the row, column and value fields go.  I am having trouble figuring this out from just looking at the report designer... Thanks, Fran

Steven, I’m a little late on this post but wanted to get back to you. Charge Qty is what will eventually be used as the Qty for the invoice line item. This field will update automatically for hourly projects after each time entry. It sounds like there is confusion linking Activities and Time entries. Let me see if I can make this area ...

Last night I was enjoying the spring like temperatures here in Toronto and decided to take a stroll with a friend and meet up at a local hangout.  While there, I quickly looked at my iPhone to check my calendar and see how my Friday was looking.  What I loved was the fact that I could see all my scheduled activities, including phone ...

Jonathan, The next time you log into your Method Xora Connector you will notice new grid filters with options to display All, All Active and All Inactive records for Customers, Employees and Vendors.