Method Community

im also experiencing problems updating the work hours on the calendar, it seems very odd as to what result is posted, its normally one hour each way different to what i set. , but i will double check this again to see if i have missed something.

Hi ! Just a quick mail to see if anyone can help, I am trying to locate the screen to edit what the invoice template and estimate template are like for emailing directly from method etc, Of course i would like to add company logo to this etc, Another query I am also looking to solve is chaning the $ sign to £ on invoice/estimates etc ...

thanks for the update! look forward to seeing more webinars. ryan

On Wednesday, August 19th @ 1:00pm EST, join Amanda Mahadeo as she introduces you to the world of CRM using Method!  This webinar will touch base on creating campaigns, opportunities and recording activities.  This is something you don’t want to miss! So how do you join and participate in the webinar?  Simply follow the ...

Hi Ryan, Thanks for the feedback, we will definitely look into the sound quality.  Keep watching, we are working on getting more videos out on our blog! 

Hi im not sure if its just me but the quality sometimes isnt great on the webinar videos, just a bit muffled but im watching number 3 and its a bit "staticy", im enjoying the videos other wise, not a moan but hopefully constructive critism :) keep the vids coming thanks.

   Hey, Report filters are built into the Generate Report action. If you add this action, the first screen you see is where you can setup the filters for your report. You can set up to 3 filters per report. We have 3 video's that really look into reports, they may be very helpful when doing this. 3 steps to becoming a report ...

Just to add to my last post, if you like an example you can take a look at the Print Preview button on the Invoice page, this would help you.

Hi Ian, If I understand your question correctly, you want to know if you can click on a button like a Print Preview and then it brings up a PDF document for you to print, the answer is yes. Provided you have created the report(PDF document) for the button to generate. If this is not what you are looking for let me know.

 I am very interested in the full blown edition of Method. Since this is a "new" product, I would like to know how it has performed to this point. How has the "out of the box" products functioned and also how has the customization implemented? I would like to receive any feedback (positive and negative) from any available ...