Method Community

This is very strange. I was able to use the mobile app on my HTC touch pro using 6.1 on my wireless network at home with no issues. I was able to log in and all the screens worked great.  I called Verizion up to get the dataplan going and as soon as it started I was not able to go any of the mobile pages or any of your secured sites. I tried ...

1) Can you do searches by information in the memo field? For instance, if I want to do a search for a specific, PO#, item number or item description across all estimates can I do this? 2) I noticed that some of the details of the memo section are not available in Method. For instance, often times in the Memo field we will put the customers email ...

My account e-mail settings are set as follows: server address = smtp.gmail.com user name = glschalliol@gmail.com password = (my gmail account password) SSL = No Then I do the following: I populate the Current List in Listbuilder with all of my customers I apply a column filiter in the Current List so that only 5 customers are shown I ...

I am getting an error when I try to send an e-mail to just selected customers in my Current List grid.  Here are the steps that I have taken. My Current List tab contains a grid with 5 customers. I check the checkbox on the left-most side of that grid for all 5 customers in the grid I navigate to the Process List tab, fill in the From ...

Hi Guys We've been trying to export a mailing list from Method using the List Builder. I'm trying to include all clients plus prospects. I've run the list builder routine but just get the "timer circle of death" and when I try to export I simply get one meaningless record. Please can you outline how I can create ...

Bug? CRM Edition On the Tab: Sales Center &  Tab Link: Activities When attempting to select a different contact for the activity by clicking on the Customer/Vendor 3 dot button, the Contact name, Contact phone, and Contact email is defaulting to the main contact.  If you use the same procedure for the add/edit ...

I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that haven't had an email or a call since a given ...

When I was tring to had some additional information regarding a already existing customer ie, email address  etc. and clicked "save" I get this message and will not let me go forward. "The customer/Vendor/Other name could not be sent to Quickbook. This name is already in use. Please edit the name so it is unique and save it ...

I created a new field in Method called "Serial Number" and populated it. I added this field and data to the Sales Order (SO) screen.  The field and data appears ok on the SO screen  (see attachment1),  and the data appears ok in the Sales Order List table (attachment2). But once I synced to QB, the data ...

hoping i could speak to a method crm user. I am contemplating moving to method - the qb integrations seems great but i'm concerned about how the crm stacks up. we currently use salesforce and would like to know someone who is actively using the crm for sales leads and your opinion of how the product meets you needs. please feel free to email ...