Method Community

Hi Maureen, Ill be happy to help out! Fortunately this is a relatively easy change to make on the Report Designer Side to make this report function in the way you want. What you are looking for is the 'MultiLine' setting on the Activity.Comments object of the report. (Ive used the existing CRM_Activities_WithComments ...

I have made a new report that includes activity comments.  However the text from the activity comments is being compressed into 1 paragraph.  If I have notes from a couple different days, I would like them to show on the report like this (which is how they are entered in the activity): 5/1/16 Mr Smith called he wants a new pen. 5/2/16 ...

Hi gfoxjr, This is certainly possible, but will require some basic customization on your end. From the Sales Order List Screen, you'll need to add a new Grid View to the Sales Order Grid which has the Criteria 'SalesOrder.IsFullyInvoiced = No AND SalesOrder.IsManuallyClosed = no'. Let me know if you need a little more detail to set ...

Hi gfoxjr, Although the Necessary Tables and fields still exist in Method:New for document uploading, we currently dont have an app available to upload documents in the same way you could in Classic.  This is on our roadmap however, and we are intending to reintroduce Document uploading at a future date. Make sure to keep a close ...

I had the same issue back in 2013, and I got around it using curl: http://imtheirwebguy.com/cforms-to-methodcrm-getting-dirty-with-soap/

Newbie question, maybe? I can see estimates and invoices, but where are the open sales orders? It would be a great feature for our salespeople to see what orders are yet to be shipped. Seems to me like this should be on the App Ribbon. Is this something I'd have to customize?  Thanks for your help in advance!

So. I'm wondering if this is a feature that I just can't find? How do I attach a document to a customer/contact? What if I want my salesforce to have access to a shared document pool? I see that this functionality was available in the classic version. How about with the new?

Hey gfoxjr, Yes, that's where Contacts are. Just a couple points to note as you go through the process: If the customers in #3 are in QuickBooks, then these customers should already be in Method. If you want to add additional data to these Customers or Contacts, you will want to Export the Customers or Contacts table so that you ...

OK. I've found it. "Show only common tables?" in the import/export tool. I'm a tool.

Hello! I'm migrating data from SugarCRM, which has completely seperate contact and account tables. In the import/export tool there is no option to import contacts only, although there is a contact database. Older versions of method appear to have a seperate contacts table. In fact, I can see the contacts table in the current ...