Method Community

Hello, I am wanting to do a little customizing on my lead screen and am a little unsure of where I need to add some of the fields. I'll do my best to explain.  I am setting this up for a music booking business so what I need to track on my leads is new venues that re-occuring booking could be landed at as well as new one time or ...

Hey Mahlon, This should be fixed now. Let me know if it is still an issue. -- Loi

Is there any way we can change or add custom portal screens? I'd like to display work orders (activites) on my customer portals. Also, as of the last update, my logo isn't showing and I can not change it.

Hi Clayton, Thanks for these great information. I think Method should put your post in their FAQ, that can  benefit all users. I follow Method's suggestion and see a bit improvement to my codes. However, from time to time, this kind of issues still happened. I'll try your XML idea and see how it work.  Thanks ...

Hi Bigshotpromos, What you can do is create two new filters for the grid called open balances and overdue balances in step 3 of the grid wizard. These views will allow you to filter which customers have open or overdue invoices similarly to QuickBooks Desktop. You will have to gather the Balance of the customer and then also compare the date ...

Hey MikeB, I've tried to duplicate what you were trying to create but I'm running into issues as well. For this report, I would the say the scope of what you are trying to achieve is beyond what we can cover over the forums. I would recommend you get in touch with our consulting team to complete the report. -- Loi

Hey Mahlon, I am going to bring this up with our team to investigate. -- Loi

Hey TheSolarGuys, I am going to create a case for you and have one of our support reps will reach out to you in regards to this issue. -- Loi

I will never understand why I have to deal with another company to fix my problems when I use METHOD. I login through Method. When Method crashes my account crashes. Why can't you just help me?

Hey TheSolarGuys, You will have to get in touch with Marathon Data Systems who manage your Method account for support with this issue.  -- Loi