Method Community

This email came in from a user: Is there a way to search over my entire database? Often, I want to search for a specific key word that might have been entered anywhere (company name, in an activity, in a custom form, etc.). I can't figure out how to do this.  Unfortunately the current version of Method doesn't have this ...

We received a question from Michael via email: [quote]Can we get our field size set to 1,000,000 instead of 100,000 for the Solution Body table? We can't upload any of our solutions because most of them are around 800,000 characters. We really want to take advantage of the online knowledge base.[/quote] Hi Michael, The maximum size allowed ...

We received the following question from Zirah by email: [quote]How do you change the tab order of the fields? I moved Full Name to appear after first and last, but the tab does not match the new order.[/quote] Hi Zirah, You'll have to edit the screen, then click on the Advanced button, and get to step 3 of 5 to edit your tab ...

We received the following question from Robert by email. [quote]My question is about importing more than three Contacts per Customer. We've tried to import Customers to the Customer table and Contacts to the Contacts table but saw no primary/foreign key in which to join them. In the customer table we see a place to put in three contacts, but ...

New Method User Group starting for Non-MSPs in January 2013 James Baker and I are starting a new Method User Group in January. If you are a Method user and not an MSP and want to network with other Method Users and learn, please send me a message or email to join. We’ve asked MSP's not to join because they have their own user groups ...

We recieved this email from Andrew: [quote]In Quickbooks, customers' invoices are directly associated with their respective customer records. My question is, when qb syncs with method, do the invoices 'go into' method so that invoices are right there?[/quote] Andrew, Yes, the invoices go directly into Method.  Once the ...

We received the following questions from Micky via email. [quote] I have signed up for a demo and am playing with the portal function. I have integrated the doc vault function and managed to add a tab to my portal called documents and it pulls from the list of document tabs available. My questions are: 1. how do I set up customer specific ...

New Method User Group starting for Non-MSPs on Tuesday, November 13 at 7:00 am Pacific Time James Baker and I are starting a new Method User Group on Tuesday, November 13 at 7:00 am Pacific Standard Time. If you are not an MSP and want to network with other Method Users and learn, please send me an email to join. MSP's are not included ...

This question came in from John via email - [quote]In the Leads and Contact list screen, the "Last Activity" and "Next Activity" entries, for (what seems to be) recently entered leads or recent updates to existing leads, does not update.  Some are cells blank when there should be a date. Can someone take a look at my ...

this question came in via email from Nirdesh > I want to change column width in grid view. Nirdesh, The only way to change a column width is while editing a grid from the screen designer.  While editing the grid click next to step 2 and for each column in the grid you have the option to specify a pixel width (or width as a % ...