Method Community

I am trying to replicate the hyperlink nature of the Last Activity and Next Activity values in the CRM_LeadList screen for my own screen, but I don't see anything in the SQL override area for those fields. Usually I have to add something in the SQL override portion of a field (ie. for an email field) in order to make it a hyperlink. I want ...

I was hoping to get some advice on how to find and export customer information based on information in two related tables. On our Customer screen we have added a custom section that contains software registration information for each individual customer (serial number, version number, etc.). It is linked to the Customer table by the Customer ...

Customers, We know today has been a tough one, and we’re so sorry it has disrupted your ability to get your work done and run your business. We’ve diagnosed that some services are having trouble running in the current environment. What is the plan of attack? We’re working with our hosting partner Rackspace to move these ...

The support team received this email: I’m having some difficulty figuring out how to add the “job site address” on the work orders. Typically under the customer field on the work order the billing address is printed, while on the left side the “Job Site” field is left blank. In the work order screen ( creating a new ...

We received this email - "I am trying to put the Manufacturer part number on the quote. When I enter "EstimateLine.item" it gives me the entire grouping breakdown with the part number. How do I get ride of that and just see that part number?" Jake,  The Item dropdown field in the EstimateLine table ...

We received the following question from James by email: [quote]We have set up a customer portal. We are not trying to figure out how we can assign user roles to customer contacts. We need to be able to assign a role to each client user so that when they log in via the portal they only have access to relevant data based on their ...

We received this email -  Hi - I would like to have the option to search my Comments through all my customers. Is there a way to do this on the customers page? Hi Kitty,  If your comments are in the Note field in the Contacts table, you can add this field to the grid on your Customers and Contacts ...

We received the following question by email from James: [quote]I have sales people that I am trying to figure out how to assign customers to. How do I assign a customer to a sales person so that other sales people can not have access to that customer or set of customers? Or said another way how do we control Sales person "A" from ...

This email came in from Susan: Is there a way on Method to search or click on something to pull up the activities that were updated from the prior day and view comments from them? Hi Susan, While there is no stock way to view all modified activities from a certain day, there are a number of ways to customize this.  One way would be ...

This email came in from a user: We are trying to add a comment section to the "schedule a follow up" button when the button is selected.  When we go into customize for that screen there is not a comments or notes field listed that we can add.  How do we add this field so it can be added to this section? The comment ...