Method Community

Hi Dexter, Theres a lot happening in this post, we might need to take this one offline together and go over a few things. I just wanted to say straight off the bat that Method is entirely customizable, and your IT guy might just be fleshing out aspects of Method that he believes are necessary to your Business, and is not necessarily any kind ...

I ended up creating one calendar with a static set of lead technicians, and another with the built-in filter enabled in order to view schedules for other employees. Thank you for all your help

I have quite the dilemma here.  I will try to explain this the best way I can. So I have been with a company for a while now and I am finally getting around to getting familiar with our metrics and other things we have available which led me to realize that we really don't have much and it turns out our CRM is Method ...

Hi John, Are you trying to upload this file to method? Or have the file generated based on data within Method? If the latter, A Report would certainly be the simpler of the two options, as there isnt a quick way to export/generate an XML file with any existing actions. That being said, members of our consulting team have built solutions around ...

Hi There, I took a look into your account and could only see one of these two records. I went ahead and saved the other one (this grid is filtered by 'TimeModified' (ie. the last time you pressed save or changed something) and the filter re-adjusted properly. I tried to replicate this in my own account but was unsucessful. Are you ...

Hi Katie, Thanks For Posting. I just tested what you described and can confirm its happening for me as well, and can certainly see how this would be confusing. Ive gone ahead and opened up a ticket with our development team to take a look at this one, and Will report back to this post once we have a resolution. Thanks Katie. Regards, Ben

Hi Katie, Great to hear you are enjoying Method! As for your feature requests here, these are definitely some useful suggestions. Im going to log these requests with the team, and Ill be sure to bring up at our next meeting! For your last point -  'when I used the advanced search on the donations page, if I choose tags, none ...

Hi Sam, To set the default view to be 6 specific technicians, follow the steps in my last post, except in the 'TextBox1' object (which was blank in my original example) set the default value to contain the names of your 6 default users separated by commas (ie Ben,Sam,Inder,Marcia etc...). There is one important thing to note ...

Thanks Ben.  I lost some notes and job item descriptions on work orders.  I spent time this weekend fixing most of the problem and the remaining is all on old work orders that have already been invoiced, so I am not going to worry about that.   I will sometime in the future schedule an appointment with a customizer to ...