Method Community

So, Inside the edit customer tab, I created a button called (Save and Add Job). When I click the button, it will open the crm new customer screen in a pop up. I have tied several different things but can't seem to get it to work. I'm needed to copy the current company name, first name, last name, bill to, address, city, state, and ...

Hi there, We're working with Ginger on incorporating this form on their website. I found the Conditional Statement you mentioned, but I have no idea what to do from there. I see where it creates a new record of the name doesn't exist, but how do I get it to just update the record if it DOES exist? Thanks for your help!

Jon, Thank you very much for your response!  In a nutshell, let me describe what we want to doand maybe you or of your developers can assist. Our Customer would like to integrate with their new phones.  Here are the functions that they would like to see available: Inbound Calls: Phone call comes in from an existing customer (someone ...

Hi ITfromValor, Method is not an accounting platform. It is a customizable CRM that integrates with the QuickBooks accounting platform. If you avoid doing anything accounting related in Method, then I don't see any reason that you should run into issues should you stop using QuickBooks. At times however, you may be required to perform a sync ...

Hi, thank you for your answer. But that is just it, we handle payments and invoices in other ways (I am not in accounting, so I am not sure how but we do not use QuickBooks) and it seems like we are paying for QuickBooks and do nothing with it.  So if we stopped using QuikcBooks all together, what other challenges (aside of ...

Hi AmsoniaLandscapeandDesign, These fields are all populated using the Text Change event on the Item dropdown field within the grid. I suggest you start by looking here. I hope this helps. --Audisho

Hey,    I am having problems with my estimate line grid not showing all of the details for the fields such as the description, cost & amount.  It has been working fine until recently but I am having problems with populating the date now.  How can I solve this ?

Hi PlanetOneNetworks,  I am not familiar with Asterisk, but the next question around implementation would be to what extent do you want to integrate - what exactly do you want to do?  Have you taken a look at our API documentation? We have api endpoints that support retriving contacts from a Method account ...

Hi jwalker, Our stock screens don't contain this functionality, but it can certainly be added via customization. If you're looking for a reference on how to create this functionality, I suggest you have a look the process for generating an invoice from a sales order. I believe that you would need a screen like the one you see after ...

Hi Kirsch Electric, If you've created a custom screen, you can tell Method which tab the screen should appear under by adding a Tab Link. To do this, navigate to Customize > Tabs and locate the tab that you want the screen to appear under. Then select Edit Tab Links..., find the screen from the dropdown, give the link a name, select ...