Method Community

A quick question about activities.  Does Method keep a history of the date of status changes in Case Activities?  For example, if we had a phone call regarding a problem that was entered on 3/1/15 with a status of Not Started, updated on 3/2 with a status of In Progress and on 3/3 with a status of Completed, is there any way to ...

Thanks Justin -  appreciate it! Mike

Just wondering if there is an estimated date for the rollout of the new version of Method, and how it will impact custom fields/tables/forms from the existing version. Thanks, Mike

I'm doing some testing with importing data - right now just testing bringing in a single test customer record, associated contact record, etc.  Is it possible to submit a support request to Method for a table to be backed up prior to a major import, and can that table be restored if an import fails or is interrupted for some ...

That will work - thanks again Justin, appreciate it. Mike

I was just wondering if there's a database schema anywhere that I can download.  Trying to figure out some of the table relationships (Entity, Customer, Contacts, etc.) and a diagram or summary would be really helpful. Thanks, Mike

Many thanks Fran, really appreciate the feedback.  I've got test accounts set up so I'll try it both ways but will check field sizes for sure.   Thanks again, Mike

Mortaza, Found it in the screen editor - thanks for the information, I'll let you know how it goes. Mike

Mortaza, Thanks.  I tried creating the dropdown in the Cases table but it only gave me three screens for options and didn't offer one for filters.  I'll play around with it a little more and see if I can find it.  Thanks for the quick reply. Mike

Thanks Justin - I'll check it out.  I had seen QB's new(ish) Constant Contact import feature so I was hoping that would save a couple of steps, but the priority is for it to come in correctly.  I'll take a look - thanks again. Mike