Method Community

Hi Caliper You can check out the webinar on using an advanced (sql) script.  I think its number 32.  This should get you started in the right direction.

The Help Center shows to add new sales reps to the dropdown simply click on add new and add them. This is what I did, I clicked on add new and added the initials of each of our different reps. The additional reps that I added were saved and can be selected from any contacts record. The probelm is when I select any one of the manually added ...

I am sure this is covered in a recorded webinar. I have a custom drop-down field named QuickBooks Version and I use it on the Customer Screen, Additional Info tab. I originally created it with the help of Method tech support and now I need to add new drop-down lists items (other years version of QuickBooks), can can't see to find it. Any ...

 Hello, Yes, you can sync contact between Outlook and Method. Kindly review webinar 26 to ensure you are following the right steps. Please let me know if you're still unable to sync them. Here is the link to the webinars: http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

I've tried to change to a "RESOURCE CALENDAR" and I chose ActivityType just like the webinar but I can't get anything to show up in the calendar at all.  Has anyone done any work on the calendar?  It seems like a really weak link in the Method chain!

HI,   Ok, great, thanks a lot for looking into that for me.

ty!

Hi Mark, So, I don't think I have seen a webinar discussing how to link fields between tables. Can you briefly describe how to do that? Bryan Hand

I'm having trouble viewing the webinars on my mac.  I've downloaded the latest components and codecs and can't view in Quicktime or VLC.  Any suggestions? Is there another way to access these webinars?  

Hello, We are new to method and were wondering if there is any way to customize the customer portal new case form/reply form to allow clients to upload files with their messages? I know that staff users have the capability to attach documents to a case, so why not customers? Any advice would be appreiciated. I read another thread on this forum ...