Method Community

As a small business, you need easy-to-use software that is also enjoyable to work in every day. As such, it’s our pleasure to announce the release of a new, updated user interface (UI) for Method on Thursday, December 3rd! What is it? Method’s updated UI features simpler, more intuitive design and navigation that allows you and ...

Hey Tate, You can upload your images to http://imgur.com/ (its free) and then paste them here so that I can take a look at them. Thanks, -- Loi

Ben, Yes, that is correct.  I currently have 2 filters on the home page.  One for user and one for stage.  I would like an "All Users" option in the users dropdown and an "All Stages" option in the stage dropdown.  I will email you a screen shot since this editor only support image URLs.  If you ...

Hi Trish! Thanks for posting on the Method Forums! Regarding your mobile related styling questions, we actually have a pretty exciting aesthetic/performance update coming to the Method:New platform very soon which will likely address any issues youve been having with the styling of the Mobile version of method.  Thanks ...

Hi There Mike, My apologies for the delayed response here, I must have missed your post. To answer your questions Do I base the new screen on the Customers table? Yes, For what you are describing. The customer Table is the common element in all the things you are describing here. Im assuming that the YTDSales field would be a field ...

Hey Mahlon, When you get a chance, please see if you are still unable to delete the custom screen. -- Mortaza

Hi There, Are you still recieving this error message? This can often be rectified after logging out/logging in. If you are still seeing this error, please email me your Method Company account name and Ill have a support rep reach out as soon as possible. My Email is in my signature. Thanks!  Regards, Ben

Hi There, Sorry for the delayed response here, look like I missed your reply. You can specify which templates are used for which type of task (ie Invoices, Estimates, activities etc...) by selecting the Preferences  snapshot of the App you are trying to set the DEfault template for. For example, you want to set a particular email ...

Hi again Jonathan, We had a support case open for you to discuss the issues youve been having with method, but it looks like he was unable to get a hold of you. Is there a better time for them to reach out? Thanks Jonathan. Regards, Ben

Hi thesolarguys, Sorry that this took so long to be addressed. Our development team has fixed the preferences on these screens so you should be good to go now. Please post back if you still have any concerns regarding this. Thanks, --Audisho