Method Community

Keith - This is a security measure to prevent scripts from trying to guess your password. Just email method at methodintegration dot com with your Company Account name and we'll reset it for you. Thanks, Paul

 Hi.. I accidently entered the wrong password 4 times and now I am locked out. How can my password be reset?   Thanks

Hello,   So I did some testing and I figured out that yes you can have it come out like that in the print preview. You do need to edit the format on the report though. Using the report designer, open the template you want to change. Change the format of the text in the fields that display currency. save the report and give it a shot ...

Hi all, First I'll say that I tried to change the "Sales Center" tab name to "CRM" and then received an error message:  "The tab reference could not be find to delete. Please select the tab and try again."  The tab name changed regardless of getting this error message. After getting this error message, ...

Hi Ryan, I'll first start with creating work orders. If you are not creating recurring work orders then there is no need to click on "Edit/ View Recurring Dates". In the event that you want to create recurring work orders then you would just follow the steps after clicking on "Edit/ View Recurring Dates", then checking ...

Hi! On the actual method screen i can see the £ sign, which is correct, but on print preview of the invoice the $ is on the invoice. Hope this helps please let me know if you need any other details. Ryan

Hey Ryan, I am looking into this for you, I just wanted to narrow it down a bit. Are you talking about on the Print Preview, or are you talking about on the method screen. I am looking into both answers just in case, I will post something shortly.  

Hi Amanda, Im in London UK, I have set the calender "preference" to start at 6am, This actually shows in the calender itself as 7.30am (which is the time i wanted it to start, i just had to set it an hour and a half earlier to get there) when trying to create a work order, it is telling me i have to specify a type, ...

Good morning Method Community,  For those of you who are just tuning in to the CRM movie series, please note that this is a 6-movie series highlighting the benefits and features of Method CRM.  The first two movies showcased the Method CRM Sales Center and Call Center, so you may wish to view these before proceeding on with ...

 Hi Ryan, What time zone are you in? Take a look at the calendar preferences setting and make sure it is set up properly. If you are still experiencing a time difference let me know.